+48.1%
TSLA vs JNJ
+81.7%
-33.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | -3.4% | -4.3% | +0.9% | -4.0% |
| 30D | +9.2% | +3.0% | +6.2% | +9.7% |
| 3M | -4.7% | +12.2% | -17.0% | -3.3% |
| 6M | -8.9% | +10.5% | -19.4% | -7.6% |
| YTD | -19.2% | +30.8% | -49.9% | -17.0% |
| 1Y | +4.5% | +54.9% | -50.4% | +8.3% |
| 3Y | +46.3% | +80.7% | -34.3% | +51.9% |
| 5Y | +48.1% | +83.4% | -35.3% | +65.0% |
| All | +48.1% | +81.7% | -33.6% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JNJ.
Daily Out/Under-Performance
Portfolio return minus JNJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JNJ 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 JNJ 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