+466.4%
FSLR vs JCI
+298.2%
+168.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.3% | -5.3% | -5.4% |
| 7D | -2.6% | -5.9% | +3.2% | -0.3% |
| 30D | +1.8% | -10.4% | +12.1% | +6.6% |
| 3M | -24.4% | -6.1% | -18.3% | -22.9% |
| 6M | -17.7% | +1.7% | -19.4% | -19.3% |
| YTD | -30.7% | +18.9% | -49.6% | -37.6% |
| 1Y | -33.6% | +16.1% | -49.7% | -39.4% |
| 3Y | +35.1% | +187.8% | -152.7% | -23.5% |
| 5Y | +63.1% | +103.2% | -40.1% | +7.1% |
| 10Y | +466.4% | +288.2% | +178.2% | +133.6% |
| All | +466.4% | +298.2% | +168.2% | +133.6% |
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