-71.6%
FLNC vs WCC
+192.4%
-264.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.7% | -1.3% | -0.2% |
| 7D | -4.1% | +1.5% | -5.6% | -4.9% |
| 30D | -24.8% | -2.1% | -22.6% | -23.6% |
| 3M | -59.1% | +3.8% | -62.9% | -59.7% |
| 6M | -42.0% | +35.0% | -76.9% | -53.5% |
| YTD | -49.8% | +46.4% | -96.2% | -62.1% |
| 1Y | +43.1% | +63.0% | -19.9% | +2.4% |
| 3Y | -61.0% | +133.9% | -194.9% | -80.5% |
| All | -71.6% | +192.4% | -264.1% | -88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 5y: compounded portfolio wealth divided by compounded WCC 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…
5y analysis · Full analysis span regression · 6 months rolling