-61.0%
FLNC vs AEE
+46.3%
-107.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -4.1% | -0.8% | -3.3% | -4.2% |
| 30D | -24.8% | -2.9% | -21.9% | -25.2% |
| 3M | -59.1% | -2.4% | -56.7% | -59.3% |
| 6M | -42.0% | -2.7% | -39.3% | -42.1% |
| YTD | -49.8% | +7.3% | -57.1% | -50.1% |
| 1Y | +43.1% | +7.5% | +35.5% | +42.3% |
| 3Y | -61.0% | +46.2% | -107.2% | -66.1% |
| All | -61.0% | +46.3% | -107.2% | -66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling