+2,973.5%
TSLA vs LITE
+1,482.6%
+1,490.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.2% | +1.0% |
| 7D | -4.7% | -13.9% | +9.2% | -0.3% |
| 30D | -0.8% | -46.9% | +46.2% | +19.1% |
| 3M | +14.8% | -28.0% | +42.8% | +22.0% |
| 6M | -11.3% | -35.2% | +23.9% | -5.9% |
| YTD | -15.6% | +58.9% | -74.4% | -40.3% |
| 1Y | -14.7% | +125.3% | -140.0% | -48.8% |
| 3Y | +76.9% | +1,344.4% | -1,267.5% | -54.6% |
| 5Y | +6.7% | +541.2% | -534.5% | -63.1% |
| 10Y | +2,973.5% | +1,587.5% | +1,386.0% | +735.1% |
| All | +2,973.5% | +1,482.6% | +1,490.9% | +735.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE 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 10y: compounded portfolio wealth divided by compounded LITE 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…
10y analysis · Full analysis span regression · 6 months rolling