+340.5%
JCI vs SEDG
+106.4%
+234.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.6% | +7.9% | +2.9% |
| 7D | +0.7% | +1.4% | -0.7% | +0.5% |
| 30D | -4.4% | +8.3% | -12.7% | -5.5% |
| 3M | +1.7% | -40.7% | +42.3% | +6.2% |
| 6M | +8.8% | -3.9% | +12.7% | +5.9% |
| YTD | +22.6% | +20.2% | +2.4% | +15.6% |
| 1Y | +36.2% | +17.6% | +18.6% | +27.3% |
| 3Y | +168.0% | -76.6% | +244.6% | +180.1% |
| 5Y | +113.5% | -87.1% | +200.5% | +133.0% |
| All | +340.5% | +106.4% | +234.0% | +247.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SEDG.
Daily Out/Under-Performance
Portfolio return minus SEDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEDG 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 SEDG 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