+43.1%
FLNC vs CASY
+14.3%
+28.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.9% | +4.4% | +2.3% |
| 7D | -4.1% | -18.6% | +14.5% | -6.4% |
| 30D | -24.8% | -26.6% | +1.9% | -28.0% |
| 3M | -59.1% | -32.8% | -26.3% | -61.3% |
| 6M | -42.0% | -10.0% | -31.9% | -45.7% |
| YTD | -49.8% | +11.6% | -61.4% | -55.9% |
| 1Y | +43.1% | +11.5% | +31.6% | +37.0% |
| All | +43.1% | +14.3% | +28.8% | +37.0% |
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