+147.0%
PCAR vs FLNC
-71.1%
+218.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.2% | +4.8% | +0.8% |
| 7D | -1.6% | -5.0% | +3.4% | -1.3% |
| 30D | -7.3% | -26.1% | +18.8% | -5.5% |
| 3M | +7.8% | -55.2% | +63.0% | +13.1% |
| 6M | +3.6% | -42.6% | +46.2% | +4.9% |
| YTD | +12.9% | -51.0% | +63.9% | +14.4% |
| 1Y | +27.3% | +43.3% | -16.0% | +15.9% |
| 3Y | +61.9% | -63.4% | +125.3% | +53.0% |
| All | +147.0% | -71.1% | +218.1% | +119.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling