+10.8%
TSLA vs CRL
-6.0%
+16.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.7% | +0.8% | +3.7% |
| 7D | -6.4% | +4.4% | -10.8% | -8.0% |
| 30D | -1.2% | +17.1% | -18.3% | -7.5% |
| 3M | +15.1% | +32.1% | -17.0% | +2.3% |
| 6M | -11.7% | +98.9% | -110.7% | -34.9% |
| YTD | -15.9% | +77.1% | -93.1% | -36.0% |
| 1Y | -12.0% | +110.3% | -122.2% | -38.1% |
| 3Y | +80.0% | +108.5% | -28.5% | +15.3% |
| 5Y | +10.8% | -7.9% | +18.7% | +8.1% |
| All | +10.8% | -6.0% | +16.8% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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