+32.1%
ORCL vs FLNC
-62.1%
+94.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.3% | +7.8% | +0.6% |
| 7D | +10.9% | -4.2% | +15.1% | +11.4% |
| 30D | +7.0% | -20.0% | +27.0% | +10.1% |
| 3M | -21.2% | -56.9% | +35.7% | -12.8% |
| 6M | +7.4% | -35.5% | +42.9% | +10.6% |
| YTD | -16.3% | -48.8% | +32.6% | -12.3% |
| 1Y | -32.3% | +49.3% | -81.6% | -38.0% |
| All | +32.1% | -62.1% | +94.3% | +23.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling