+56.8%
FSLR vs JBL
+310.5%
-253.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.6% | -5.2% | -2.8% |
| 7D | -8.4% | +0.1% | -8.6% | -8.8% |
| 30D | -0.9% | -17.0% | +16.1% | +5.3% |
| 3M | -26.1% | -27.4% | +1.3% | -18.4% |
| 6M | -23.6% | -29.1% | +5.4% | -15.1% |
| YTD | -31.8% | +13.6% | -45.4% | -36.8% |
| 1Y | -32.6% | +22.8% | -55.4% | -39.2% |
| 3Y | +33.0% | +103.0% | -70.0% | -6.5% |
| 5Y | +56.8% | +307.4% | -250.6% | -24.0% |
| All | +56.8% | +310.5% | -253.7% | -24.0% |
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