-7.6%
TSLA vs LITE
+477.4%
-485.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.7% | -1.4% | +2.5% |
| 7D | -10.4% | -35.9% | +25.5% | +1.3% |
| 30D | -5.2% | -51.5% | +46.3% | +15.7% |
| 3M | +12.1% | -35.7% | +47.8% | +22.6% |
| 6M | -10.2% | -43.0% | +32.8% | -1.3% |
| YTD | -20.3% | +46.1% | -66.5% | -43.0% |
| 1Y | -19.7% | +124.7% | -144.4% | -53.9% |
| 3Y | +63.4% | +1,172.1% | -1,108.7% | -65.3% |
| All | -7.6% | +477.4% | -485.0% | -67.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling