+57.4%
XLE vs FLNC
-63.7%
+121.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.7% | -0.5% |
| 7D | +0.5% | -5.0% | +5.5% | +0.6% |
| 30D | +6.6% | -26.1% | +32.7% | +7.3% |
| 3M | +12.3% | -55.2% | +67.5% | +14.3% |
| 6M | +18.4% | -42.6% | +61.0% | +18.6% |
| YTD | +47.2% | -51.0% | +98.2% | +47.6% |
| 1Y | +50.3% | +43.3% | +6.9% | +41.1% |
| All | +57.4% | -63.7% | +121.1% | +46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling