+115.6%
FSLR vs JBL
+411.7%
-296.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.6% | +3.7% | +4.1% |
| 7D | +6.8% | +4.4% | +2.4% | +5.1% |
| 30D | -14.7% | -8.4% | -6.3% | -12.4% |
| 3M | -22.6% | -14.2% | -8.4% | -18.7% |
| 6M | +12.7% | +29.6% | -16.9% | +2.0% |
| YTD | -18.4% | +37.1% | -55.4% | -28.3% |
| 1Y | +4.9% | +49.5% | -44.6% | -11.2% |
| 3Y | +16.4% | +192.7% | -176.3% | -28.5% |
| All | +115.6% | +411.7% | -296.0% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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