+207.6%
XOM vs FLNC
-70.4%
+277.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | +0.4% |
| 7D | +4.1% | -4.1% | +8.1% | +4.2% |
| 30D | +4.6% | -24.8% | +29.4% | +5.3% |
| 3M | +14.0% | -59.1% | +73.1% | +16.7% |
| 6M | +11.0% | -42.0% | +52.9% | +11.2% |
| YTD | +40.7% | -49.8% | +90.5% | +41.0% |
| 1Y | +52.3% | +43.1% | +9.2% | +43.5% |
| 3Y | +60.5% | -61.0% | +121.4% | +54.2% |
| All | +207.6% | -70.4% | +277.9% | +193.9% |
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