+65.2%
SEDG vs CPB
-30.7%
+95.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.4% | +4.6% | +1.4% |
| 7D | +8.9% | -8.6% | +17.5% | +9.6% |
| 30D | +0.9% | -7.2% | +8.1% | +1.4% |
| 3M | -53.2% | +0.9% | -54.1% | -53.5% |
| 6M | -9.9% | -11.8% | +2.0% | -9.0% |
| YTD | +18.5% | -19.4% | +38.0% | +20.7% |
| 1Y | +0.1% | -30.4% | +30.5% | +3.7% |
| 3Y | -78.9% | -40.2% | -38.7% | -77.7% |
| 5Y | -88.0% | -39.5% | -48.5% | -87.5% |
| 10Y | +97.5% | -47.4% | +144.8% | +110.5% |
| All | +65.2% | -30.7% | +95.9% | +12.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling