+216.1%
RCL vs FLNC
-71.1%
+287.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +4.0% | +0.3% |
| 7D | -2.5% | -5.0% | +2.5% | -1.9% |
| 30D | -15.7% | -26.1% | +10.4% | -12.5% |
| 3M | -3.6% | -55.2% | +51.6% | +5.8% |
| 6M | -8.7% | -42.6% | +33.9% | -6.6% |
| YTD | -6.2% | -51.0% | +44.9% | -4.0% |
| 1Y | -22.9% | +43.3% | -66.2% | -37.1% |
| 3Y | +173.6% | -63.4% | +237.0% | +147.2% |
| All | +216.1% | -71.1% | +287.2% | +144.3% |
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