+112.2%
SEDG vs CPB
-45.5%
+157.6%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.3% | +8.7% | +4.6% |
| 7D | +8.7% | -5.4% | +14.1% | +9.0% |
| 30D | +10.3% | -7.8% | +18.2% | +10.8% |
| 3M | -32.6% | -6.9% | -25.7% | -32.5% |
| 6M | -3.6% | -12.2% | +8.6% | -2.8% |
| YTD | +27.4% | -21.1% | +48.5% | +29.5% |
| 1Y | +24.9% | -33.5% | +58.4% | +29.0% |
| 3Y | -75.3% | -43.2% | -32.1% | -74.2% |
| 5Y | -86.3% | -40.9% | -45.4% | -85.8% |
| All | +112.2% | -45.5% | +157.6% | +113.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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