+15.5%
TSLA vs LIN
+67.2%
-51.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.3% |
| 7D | +8.9% | +2.1% | +6.8% | +7.5% |
| 30D | +6.3% | +6.8% | -0.5% | +1.8% |
| 3M | +14.8% | +10.4% | +4.4% | +7.5% |
| 6M | -12.4% | +3.2% | -15.5% | -14.9% |
| YTD | -13.2% | +24.6% | -37.8% | -27.5% |
| 1Y | -2.9% | +24.4% | -27.3% | -18.9% |
| 3Y | +74.4% | +36.7% | +37.7% | +34.4% |
| All | +15.5% | +67.2% | -51.6% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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