+13.5%
WFC vs FCEL
+180.7%
-167.2%
-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% | +0.9% |
| 7D | +0.4% | +6.3% | -5.9% | +0.2% |
| 30D | +1.5% | -26.7% | +28.2% | +2.0% |
| 3M | +10.2% | -10.2% | +20.4% | +9.4% |
| 6M | +18.8% | +123.5% | -104.7% | +11.4% |
| YTD | -1.5% | +117.4% | -118.9% | -8.1% |
| 1Y | +13.5% | +146.0% | -132.4% | +7.1% |
| All | +13.5% | +180.7% | -167.2% | +7.1% |
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