+180.3%
WMB vs FCEL
-96.5%
+276.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +11.5% | -11.8% | -0.8% |
| 7D | -13.8% | -11.2% | -2.6% | -13.4% |
| 30D | -10.3% | -45.8% | +35.5% | -8.0% |
| 3M | -10.1% | -51.0% | +40.9% | -7.7% |
| 6M | -11.8% | -22.2% | +10.4% | -13.3% |
| YTD | +8.9% | +36.3% | -27.3% | +3.1% |
| 1Y | +14.0% | +29.0% | -15.1% | +7.8% |
| 3Y | +100.5% | -70.9% | +171.4% | +98.4% |
| All | +180.3% | -96.5% | +276.8% | +240.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling