+69.2%
CB vs FLNC
-62.1%
+131.4%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -8.3% | +8.6% | +0.1% |
| 7D | -0.5% | -4.2% | +3.6% | -0.6% |
| 30D | -3.1% | -20.0% | +16.9% | -3.5% |
| 3M | +4.2% | -56.9% | +61.0% | +2.9% |
| 6M | +4.7% | -35.5% | +40.2% | +4.1% |
| YTD | +8.8% | -48.8% | +57.7% | +8.0% |
| 1Y | +22.6% | +49.3% | -26.6% | +21.9% |
| All | +69.2% | -62.1% | +131.4% | +72.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling