+726.4%
FSLR vs JBL
+1,272.2%
-545.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -3.0% | -2.1% |
| 7D | 0.0% | +3.0% | -3.0% | -1.3% |
| 30D | -13.7% | -8.3% | -5.4% | -10.9% |
| 3M | -35.1% | -16.9% | -18.2% | -30.2% |
| 6M | +3.6% | +21.8% | -18.1% | -6.1% |
| YTD | -21.7% | +36.3% | -58.0% | -33.2% |
| 1Y | +1.3% | +49.5% | -48.2% | -17.5% |
| 3Y | +9.7% | +170.6% | -160.9% | -35.5% |
| 5Y | +117.4% | +408.4% | -291.0% | -6.1% |
| 10Y | +435.5% | +1,450.4% | -1,014.9% | +33.0% |
| All | +726.4% | +1,272.2% | -545.9% | +25.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling