-68.4%
FLNC vs AEE
+13.9%
-82.3%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +2.5% | +7.7% | +12.0% |
| 7D | -2.1% | +4.7% | -6.8% | +1.3% |
| 30D | -20.8% | +13.4% | -34.2% | -12.7% |
| 3M | -61.3% | +4.1% | -65.4% | -60.2% |
| 6M | -50.9% | +2.0% | -52.9% | -47.0% |
| YTD | -69.4% | +15.6% | -85.0% | -69.3% |
| 1Y | -68.4% | +14.1% | -82.5% | -67.7% |
| All | -68.4% | +13.9% | -82.3% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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