+97.1%
AXP vs FLNC
-70.4%
+167.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.5% | -1.2% | +1.0% |
| 7D | -0.5% | -4.1% | +3.6% | -0.2% |
| 30D | -5.6% | -24.8% | +19.1% | -3.5% |
| 3M | +2.2% | -59.1% | +61.3% | +9.4% |
| 6M | +6.7% | -42.0% | +48.7% | +8.0% |
| YTD | -11.5% | -49.8% | +38.3% | -10.7% |
| 1Y | -0.4% | +43.1% | -43.4% | -12.8% |
| 3Y | +113.0% | -61.0% | +174.0% | +96.3% |
| All | +97.1% | -70.4% | +167.5% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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