+489.2%
VALE vs FCEL
-99.1%
+588.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.3% | -0.4% |
| 7D | -0.3% | +6.3% | -6.5% | -0.7% |
| 30D | +8.6% | -26.7% | +35.3% | +10.0% |
| 3M | +2.0% | -10.2% | +12.2% | +1.0% |
| 6M | +2.1% | +123.5% | -121.4% | -4.9% |
| YTD | +20.2% | +117.4% | -97.2% | +11.8% |
| 1Y | +55.2% | +146.0% | -90.8% | +42.0% |
| 3Y | +45.9% | -61.9% | +107.8% | +40.2% |
| 5Y | +41.4% | -90.5% | +131.9% | +41.2% |
| All | +489.2% | -99.1% | +588.4% | +535.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling