+6.3%
TSLA vs JD
-9.5%
+15.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.1% | +6.0% | +4.6% |
| 7D | +3.4% | -0.8% | +4.2% | +3.6% |
| 30D | +12.0% | -16.0% | +28.1% | +18.6% |
| 3M | -10.0% | -3.2% | -6.8% | -10.2% |
| 6M | -7.2% | +6.1% | -13.3% | -12.4% |
| YTD | -18.1% | -0.1% | -18.0% | -19.9% |
| 1Y | +6.3% | -12.7% | +19.0% | +15.7% |
| All | +6.3% | -9.5% | +15.7% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 1y: compounded portfolio wealth divided by compounded JD 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…
1y analysis · Full analysis span regression · 6 months rolling