+107.8%
CVE vs FLNC
+40.4%
+67.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -8.3% | +9.1% | +1.0% |
| 7D | +2.0% | -4.2% | +6.1% | +2.0% |
| 30D | +13.2% | -20.0% | +33.2% | +13.6% |
| 3M | +21.7% | -56.9% | +78.6% | +23.7% |
| 6M | +48.4% | -35.5% | +83.9% | +48.9% |
| YTD | +100.1% | -48.8% | +148.9% | +102.6% |
| 1Y | +107.8% | +49.3% | +58.6% | +109.8% |
| All | +107.8% | +40.4% | +67.5% | +109.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling