+1,887.7%
TSLA vs LITE
+4,637.9%
-2,750.2%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +4.0% | -9.9% | -7.1% |
| 7D | +1.5% | -1.5% | +3.1% | +1.9% |
| 30D | +10.1% | +6.7% | +3.5% | +6.3% |
| 3M | -15.4% | -6.8% | -8.6% | -16.3% |
| 6M | -12.8% | +29.4% | -42.2% | -26.0% |
| YTD | -21.3% | +139.1% | -160.4% | -47.5% |
| 1Y | +4.6% | +521.0% | -516.4% | -52.5% |
| 3Y | +44.5% | +1,535.3% | -1,490.8% | -56.7% |
| 5Y | +44.8% | +889.8% | -845.0% | -49.4% |
| 10Y | +2,585.4% | +2,400.7% | +184.7% | +698.7% |
| All | +1,887.7% | +4,637.9% | -2,750.2% | +485.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling