+447.0%
FSLR vs JCI
+323.6%
+123.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.0% | -3.8% | -4.3% |
| 7D | +0.2% | +4.1% | -3.8% | -1.8% |
| 30D | -15.1% | -3.8% | -11.3% | -13.5% |
| 3M | -22.5% | -1.6% | -20.9% | -21.8% |
| 6M | +4.0% | +9.5% | -5.6% | -0.6% |
| YTD | -22.3% | +21.7% | -44.0% | -30.0% |
| 1Y | 0.0% | +37.1% | -37.1% | -15.0% |
| 3Y | +10.9% | +165.2% | -154.3% | -33.8% |
| 5Y | +105.4% | +110.3% | -4.9% | +33.9% |
| 10Y | +447.0% | +341.0% | +106.0% | +126.6% |
| All | +447.0% | +323.6% | +123.4% | +126.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 10y: compounded portfolio wealth divided by compounded JCI 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…
10y analysis · Full analysis span regression · 6 months rolling