+21.2%
TSLA vs CAI
-14.7%
+35.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.8% | +2.0% | -1.4% |
| 7D | +8.9% | -8.7% | +17.6% | +9.9% |
| 30D | +6.3% | -23.8% | +30.1% | +9.5% |
| 3M | +14.8% | +3.9% | +10.9% | +15.7% |
| 6M | -12.4% | +56.8% | -69.2% | -13.8% |
| YTD | -13.2% | -14.6% | +1.4% | -13.1% |
| 1Y | -2.9% | -5.2% | +2.3% | -2.9% |
| All | +21.2% | -14.7% | +35.8% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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