+36.7%
XEL vs FLNC
-70.4%
+107.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.4% | +0.1% |
| 7D | -0.3% | -4.1% | +3.8% | -0.3% |
| 30D | -3.9% | -24.8% | +20.8% | -3.8% |
| 3M | -2.8% | -59.1% | +56.3% | -2.2% |
| 6M | -5.4% | -42.0% | +36.6% | -5.5% |
| YTD | +3.8% | -49.8% | +53.6% | +3.6% |
| 1Y | +6.8% | +43.1% | -36.3% | +4.5% |
| 3Y | +45.6% | -61.0% | +106.5% | +44.4% |
| All | +36.7% | -70.4% | +107.1% | +30.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling