+46.0%
XOM vs FLNC
+53.3%
-7.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -1.7% |
| 7D | +1.8% | -4.9% | +6.6% | +1.7% |
| 30D | +5.9% | -27.3% | +33.1% | +5.4% |
| 3M | +5.6% | -61.9% | +67.4% | +4.7% |
| 6M | +7.9% | -34.5% | +42.4% | +7.8% |
| YTD | +35.2% | -47.7% | +82.8% | +35.3% |
| 1Y | +46.0% | +53.3% | -7.3% | +52.1% |
| All | +46.0% | +53.3% | -7.3% | +52.1% |
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 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