-68.4%
FLNC vs CASY
+32.1%
-100.6%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +1.4% | +8.8% | +10.3% |
| 7D | -2.1% | +0.8% | -2.9% | -2.0% |
| 30D | -20.8% | +9.4% | -30.2% | -20.0% |
| 3M | -61.3% | -20.6% | -40.7% | -62.1% |
| 6M | -50.9% | -20.7% | -30.1% | -47.4% |
| YTD | -69.4% | +22.5% | -91.9% | -77.2% |
| 1Y | -68.4% | +29.5% | -97.9% | -77.7% |
| All | -68.4% | +32.1% | -100.6% | -77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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