+2,062.4%
TSLA vs LITE
+3,269.6%
-1,207.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -7.9% | +4.5% | -1.0% |
| 7D | -4.7% | -31.4% | +26.7% | +5.4% |
| 30D | +1.7% | -42.6% | +44.3% | +17.8% |
| 3M | +17.7% | -26.2% | +43.9% | +23.7% |
| 6M | -1.9% | -35.8% | +33.9% | +4.2% |
| YTD | -14.3% | +70.0% | -84.4% | -38.3% |
| 1Y | -13.3% | +232.7% | -246.0% | -52.3% |
| 3Y | +75.1% | +1,365.7% | -1,290.6% | -47.3% |
| 5Y | -6.0% | +609.5% | -615.5% | -64.5% |
| 10Y | +2,932.0% | +1,721.9% | +1,210.1% | +873.8% |
| All | +2,062.4% | +3,269.6% | -1,207.3% | +587.5% |
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 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