+66.7%
FSLR vs DOC
-22.8%
+89.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.1% | +1.5% | +3.6% |
| 7D | +10.3% | +8.7% | +1.6% | +7.5% |
| 30D | +10.4% | +7.6% | +2.8% | +7.8% |
| 3M | -20.2% | -5.3% | -14.9% | -18.9% |
| 6M | -8.0% | +27.6% | -35.6% | -16.9% |
| YTD | -25.5% | +32.4% | -57.9% | -34.4% |
| 1Y | -26.0% | +22.9% | -48.8% | -32.6% |
| 3Y | +28.0% | +43.1% | -15.1% | +4.0% |
| 5Y | +66.7% | -21.4% | +88.1% | +76.2% |
| All | +66.7% | -22.8% | +89.5% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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