+45.0%
XLE vs FLNC
-74.3%
+119.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -15.9% | +12.9% | -3.2% |
| 7D | -10.3% | -16.3% | +6.0% | -10.5% |
| 30D | -3.3% | -36.6% | +33.2% | -3.7% |
| 3M | +8.2% | -64.2% | +72.4% | +7.2% |
| 6M | +5.0% | -59.9% | +64.9% | +4.2% |
| YTD | +40.6% | -74.2% | +114.8% | +40.1% |
| 1Y | +45.0% | -75.4% | +120.4% | +44.3% |
| All | +45.0% | -74.3% | +119.3% | +44.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling