+3,009.1%
TSLA vs LITE
+1,770.3%
+1,238.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +10.7% | -7.8% | -0.5% |
| 7D | +1.5% | +3.4% | -1.9% | +0.1% |
| 30D | +3.4% | -34.9% | +38.3% | +16.3% |
| 3M | +17.4% | -21.0% | +38.5% | +21.0% |
| 6M | -12.2% | -38.5% | +26.3% | -4.8% |
| YTD | -13.1% | +75.8% | -88.9% | -40.6% |
| 1Y | -11.1% | +156.7% | -167.8% | -49.0% |
| 3Y | +82.1% | +1,498.6% | -1,416.5% | -54.8% |
| 5Y | +10.3% | +610.9% | -600.7% | -63.1% |
| 10Y | +3,009.1% | +1,670.7% | +1,338.5% | +726.8% |
| All | +3,009.1% | +1,770.3% | +1,238.8% | +726.8% |
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