+63.1%
FSLR vs SRE
+46.2%
+16.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.1% | -5.4% |
| 7D | -2.6% | -8.2% | +5.5% | -0.3% |
| 30D | +1.8% | -3.6% | +5.4% | +2.7% |
| 3M | -24.4% | -6.3% | -18.1% | -23.2% |
| 6M | -17.7% | -13.0% | -4.7% | -14.9% |
| YTD | -30.7% | -9.2% | -21.5% | -29.5% |
| 1Y | -33.6% | -13.1% | -20.5% | -31.4% |
| 3Y | +35.1% | +22.4% | +12.7% | +16.3% |
| 5Y | +63.1% | +47.1% | +15.9% | +39.5% |
| All | +63.1% | +46.2% | +16.8% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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