+95.3%
OXY vs FLNC
-70.4%
+165.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | +0.4% |
| 7D | +2.8% | -4.1% | +6.9% | +3.0% |
| 30D | +5.5% | -24.8% | +30.2% | +7.0% |
| 3M | +11.3% | -59.1% | +70.4% | +16.5% |
| 6M | +11.6% | -42.0% | +53.6% | +12.1% |
| YTD | +51.6% | -49.8% | +101.4% | +52.2% |
| 1Y | +36.2% | +43.1% | -6.9% | +21.9% |
| 3Y | +1.7% | -61.0% | +62.7% | -6.1% |
| All | +95.3% | -70.4% | +165.6% | +90.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling