+53.3%
FLNC vs AEE
+8.8%
+44.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | -4.9% | +0.3% | -5.2% | -4.6% |
| 30D | -27.3% | -2.3% | -25.0% | -28.7% |
| 3M | -61.9% | +0.2% | -62.1% | -61.4% |
| 6M | -34.5% | -4.7% | -29.7% | -33.1% |
| YTD | -47.7% | +8.1% | -55.8% | -47.4% |
| 1Y | +53.3% | +8.5% | +44.8% | +81.0% |
| All | +53.3% | +8.8% | +44.5% | +81.0% |
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