+20.5%
TSLA vs CRBG
+117.3%
-96.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | -0.3% |
| 7D | +3.2% | +0.6% | +2.6% | +2.8% |
| 30D | +11.6% | +2.6% | +8.9% | +9.8% |
| 3M | -8.4% | +24.0% | -32.4% | -19.5% |
| 6M | -10.4% | +50.5% | -60.9% | -30.5% |
| YTD | -18.7% | +17.1% | -35.9% | -27.5% |
| 1Y | -0.9% | +5.9% | -6.8% | -6.6% |
| 3Y | +33.6% | +122.7% | -89.2% | -21.0% |
| All | +20.5% | +117.3% | -96.8% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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