+217.5%
RCL vs FLNC
-70.4%
+287.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.0% | +0.1% |
| 7D | -1.9% | -4.1% | +2.2% | -1.5% |
| 30D | -15.5% | -24.8% | +9.2% | -12.5% |
| 3M | -9.7% | -59.1% | +49.4% | +0.4% |
| 6M | -8.7% | -42.0% | +33.2% | -6.8% |
| YTD | -5.8% | -49.8% | +44.0% | -3.8% |
| 1Y | -24.5% | +43.1% | -67.5% | -38.3% |
| 3Y | +173.9% | -61.0% | +234.9% | +144.3% |
| All | +217.5% | -70.4% | +287.9% | +144.6% |
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 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