-71.1%
FLNC vs WCC
+191.4%
-262.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.3% | -7.0% | -7.4% |
| 7D | -4.2% | +6.8% | -11.0% | -8.6% |
| 30D | -20.0% | -3.0% | -17.0% | -18.3% |
| 3M | -56.9% | +0.2% | -57.1% | -56.3% |
| 6M | -35.5% | +33.2% | -68.7% | -47.8% |
| YTD | -48.8% | +45.8% | -94.7% | -61.3% |
| 1Y | +49.3% | +68.4% | -19.1% | +4.5% |
| 3Y | -61.8% | +131.1% | -192.9% | -80.8% |
| All | -71.1% | +191.4% | -262.4% | -88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling