+39.6%
DUK vs FSLR
+112.6%
-73.0%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FSLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.8% | +4.1% | -0.6% |
| 7D | -0.1% | +0.2% | -0.4% | -0.1% |
| 30D | +0.2% | -15.1% | +15.4% | +0.4% |
| 3M | -1.9% | -22.5% | +20.7% | -1.6% |
| 6M | -6.5% | +4.0% | -10.5% | -6.8% |
| YTD | +5.4% | -22.3% | +27.7% | +5.6% |
| 1Y | +3.6% | 0.0% | +3.5% | +3.1% |
| 3Y | +48.1% | +10.9% | +37.3% | +44.4% |
| 5Y | +39.6% | +105.4% | -65.8% | +31.3% |
| All | +39.6% | +112.6% | -73.0% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FSLR.
Daily Out/Under-Performance
Portfolio return minus FSLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FSLR 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 FSLR 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