+14.8%
SHEL vs FLNC
-39.2%
+54.0%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.2% | +4.6% | +0.3% |
| 7D | +3.9% | -5.0% | +8.9% | +3.9% |
| 30D | +7.0% | -26.1% | +33.0% | +6.4% |
| 3M | +12.5% | -55.2% | +67.7% | +11.3% |
| 6M | +14.8% | -42.6% | +57.4% | +19.5% |
| All | +14.8% | -39.2% | +54.0% | +19.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling