+131.2%
CVX vs FLNC
-70.4%
+201.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.5% | -1.9% | +0.5% |
| 7D | +2.6% | -4.1% | +6.7% | +2.7% |
| 30D | +9.8% | -24.8% | +34.6% | +10.7% |
| 3M | +16.2% | -59.1% | +75.3% | +19.2% |
| 6M | +13.6% | -42.0% | +55.6% | +13.8% |
| YTD | +44.4% | -49.8% | +94.2% | +44.6% |
| 1Y | +40.6% | +43.1% | -2.5% | +31.8% |
| 3Y | +48.2% | -61.0% | +109.1% | +41.2% |
| All | +131.2% | -70.4% | +201.6% | +112.3% |
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