+105.4%
XOP vs FLNC
-70.4%
+175.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.3% | -0.1% |
| 7D | +2.6% | -4.1% | +6.7% | +2.9% |
| 30D | +9.6% | -24.8% | +34.4% | +11.8% |
| 3M | +20.4% | -59.1% | +79.5% | +28.0% |
| 6M | +19.9% | -42.0% | +61.9% | +20.7% |
| YTD | +56.4% | -49.8% | +106.2% | +57.3% |
| 1Y | +52.4% | +43.1% | +9.4% | +32.9% |
| 3Y | +39.9% | -61.0% | +100.8% | +28.1% |
| All | +105.4% | -70.4% | +175.7% | +87.1% |
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 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