-7.7%
TSLA vs LITE
+138.0%
-145.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.6% | +5.3% | +2.2% |
| 7D | +15.6% | +22.6% | -6.9% | +12.5% |
| 30D | +5.9% | -36.8% | +42.7% | +10.6% |
| 3M | +21.4% | -33.0% | +54.4% | +25.4% |
| 6M | -8.3% | -37.1% | +28.7% | -6.2% |
| YTD | -11.6% | +69.5% | -81.1% | -14.3% |
| 1Y | -7.7% | +146.1% | -153.8% | -19.5% |
| All | -7.7% | +138.0% | -145.7% | -19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling