+169.9%
USO vs FLNC
-70.4%
+240.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.5% | -4.7% | -2.2% |
| 7D | +9.1% | -4.1% | +13.2% | +9.2% |
| 30D | +21.7% | -24.8% | +46.5% | +22.2% |
| 3M | +20.2% | -59.1% | +79.3% | +22.3% |
| 6M | +43.4% | -42.0% | +85.3% | +43.6% |
| YTD | +124.0% | -49.8% | +173.8% | +124.4% |
| 1Y | +112.2% | +43.1% | +69.1% | +102.4% |
| 3Y | +97.7% | -61.0% | +158.6% | +90.7% |
| All | +169.9% | -70.4% | +240.2% | +185.1% |
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