+66.5%
ORCL vs FLNC
-70.4%
+136.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.2% | -2.0% |
| 7D | -5.4% | -4.1% | -1.3% | -4.9% |
| 30D | -2.0% | -24.8% | +22.8% | +1.3% |
| 3M | -18.1% | -59.1% | +41.0% | -9.7% |
| 6M | -7.2% | -42.0% | +34.7% | -3.7% |
| YTD | -22.2% | -49.8% | +27.6% | -18.8% |
| 1Y | -50.6% | +43.1% | -93.7% | -54.3% |
| 3Y | +22.9% | -61.0% | +83.8% | +17.8% |
| All | +66.5% | -70.4% | +136.8% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 10y: compounded portfolio wealth divided by compounded FLNC 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…
10y analysis · Full analysis span regression · 6 months rolling