+7.5%
FSLR vs SPXU
-100.0%
+107.5%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | 0.0% |
| 7D | -14.8% | -7.6% | -7.2% | -17.5% |
| 30D | -4.3% | +5.3% | -9.6% | -1.8% |
| 3M | -23.4% | +9.6% | -33.0% | -19.6% |
| 6M | -26.9% | -4.5% | -22.4% | -25.9% |
| YTD | -34.4% | -25.9% | -8.5% | -39.2% |
| 1Y | -33.2% | -28.9% | -4.3% | -38.7% |
| 3Y | +28.1% | -80.5% | +108.5% | -21.7% |
| 5Y | +54.5% | -83.4% | +137.9% | +6.6% |
| 10Y | +434.6% | -99.5% | +534.1% | +19.6% |
| All | +7.5% | -100.0% | +107.5% | -93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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