+7.7%
V vs FCEL
+289.9%
-282.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.7% | +6.4% | -0.3% |
| 7D | -2.9% | +15.1% | -18.0% | -3.1% |
| 30D | +1.9% | -16.4% | +18.3% | +2.0% |
| 3M | +13.2% | -5.3% | +18.5% | +11.9% |
| 6M | +16.7% | +124.5% | -107.8% | +10.6% |
| YTD | +5.4% | +126.7% | -121.3% | -0.6% |
| 1Y | +7.7% | +219.9% | -212.2% | -0.7% |
| All | +7.7% | +289.9% | -282.2% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FCEL.
Daily Out/Under-Performance
Portfolio return minus FCEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCEL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FCEL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling