+192.7%
VLO vs FCEL
-59.7%
+252.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +18.8% | -15.5% | +2.8% |
| 7D | +5.8% | +4.0% | +1.8% | +5.6% |
| 30D | +28.3% | -13.1% | +41.4% | +28.6% |
| 3M | +48.7% | +14.6% | +34.2% | +46.3% |
| 6M | +71.9% | +133.7% | -61.8% | +61.5% |
| YTD | +138.7% | +143.0% | -4.3% | +123.3% |
| 1Y | +148.5% | +320.9% | -172.4% | +124.8% |
| 3Y | +192.7% | -58.9% | +251.6% | +163.8% |
| All | +192.7% | -59.7% | +252.4% | +163.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling