-26.0%
FSLR vs XYZ
+19.9%
-45.8%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +15.3% | -10.7% | +2.1% |
| 7D | +10.3% | +16.5% | -6.2% | +7.5% |
| 30D | +10.4% | +15.0% | -4.5% | +7.8% |
| 3M | -20.2% | +3.5% | -23.7% | -21.0% |
| 6M | -8.0% | +21.9% | -29.9% | -11.4% |
| YTD | -25.5% | +34.6% | -60.2% | -28.1% |
| 1Y | -26.0% | +20.7% | -46.7% | -26.2% |
| All | -26.0% | +19.9% | -45.8% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 1y: compounded portfolio wealth divided by compounded XYZ 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…
1y analysis · Full analysis span regression · 6 months rolling