+12.3%
WFC vs FCEL
+269.1%
-256.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.8% |
| 7D | +3.8% | -15.8% | +19.6% | +4.1% |
| 30D | +1.5% | -29.3% | +30.8% | +2.1% |
| 3M | +10.9% | -30.1% | +41.0% | +10.6% |
| 6M | +8.4% | +74.4% | -66.0% | +2.8% |
| YTD | -1.9% | +104.5% | -106.4% | -8.5% |
| 1Y | +12.3% | +281.4% | -269.0% | +1.5% |
| All | +12.3% | +269.1% | -256.8% | +1.5% |
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