+108.8%
JCI vs SEDG
-86.8%
+195.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.4% | -5.8% | -1.9% |
| 7D | +0.4% | +8.7% | -8.3% | -0.5% |
| 30D | -7.7% | +10.3% | -18.0% | -8.8% |
| 3M | +2.8% | -32.6% | +35.4% | +5.7% |
| 6M | +7.2% | -3.6% | +10.8% | +4.6% |
| YTD | +20.0% | +27.4% | -7.4% | +12.9% |
| 1Y | +33.3% | +24.9% | +8.3% | +24.5% |
| 3Y | +161.3% | -75.3% | +236.6% | +185.9% |
| 5Y | +108.8% | -86.3% | +195.1% | +142.9% |
| All | +108.8% | -86.8% | +195.6% | +142.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling