+425.9%
CORZ vs FLNC
-54.7%
+480.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -8.3% | +4.9% | -1.5% |
| 7D | +7.6% | -4.2% | +11.8% | +8.5% |
| 30D | -6.9% | -20.0% | +13.1% | -2.2% |
| 3M | -33.0% | -56.9% | +23.8% | -20.4% |
| 6M | +19.3% | -35.5% | +54.9% | +24.3% |
| YTD | +24.2% | -48.8% | +73.1% | +34.0% |
| 1Y | +24.5% | +49.3% | -24.8% | +3.2% |
| All | +425.9% | -54.7% | +480.6% | +307.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling