-36.2%
CLX vs FLNC
-62.9%
+26.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -1.1% |
| 7D | -5.7% | -4.1% | -1.6% | -5.7% |
| 30D | -17.0% | -24.8% | +7.8% | -17.0% |
| 3M | -9.7% | -59.1% | +49.4% | -9.5% |
| 6M | -19.8% | -42.0% | +22.1% | -20.1% |
| YTD | -9.8% | -49.8% | +39.9% | -10.3% |
| 1Y | -26.2% | +43.1% | -69.3% | -27.8% |
| 3Y | -36.2% | -61.0% | +24.8% | -37.4% |
| All | -36.2% | -62.9% | +26.7% | -37.4% |
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 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