+50.0%
LULU vs SEDG
+106.4%
-56.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.6% | +7.8% | +2.9% |
| 7D | -1.6% | +1.4% | -3.0% | -1.9% |
| 30D | -18.1% | +8.3% | -26.4% | -19.3% |
| 3M | -18.8% | -40.7% | +21.9% | -14.8% |
| 6M | -39.2% | -3.9% | -35.3% | -42.0% |
| YTD | -52.4% | +20.2% | -72.6% | -56.6% |
| 1Y | -40.3% | +17.6% | -57.9% | -46.4% |
| 3Y | -75.1% | -76.6% | +1.5% | -74.1% |
| 5Y | -76.7% | -87.1% | +10.3% | -74.2% |
| All | +50.0% | +106.4% | -56.5% | +2.9% |
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 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