+1,829.4%
TSLA vs LITE
+2,640.3%
-810.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -18.7% | +7.9% | -5.3% |
| 7D | -14.8% | -44.6% | +29.8% | +0.3% |
| 30D | -9.7% | -55.0% | +45.3% | +12.3% |
| 3M | +6.9% | -38.3% | +45.2% | +18.3% |
| 6M | -11.7% | -48.8% | +37.0% | +0.1% |
| YTD | -23.6% | +38.3% | -61.9% | -41.5% |
| 1Y | -25.6% | +119.0% | -144.6% | -52.8% |
| 3Y | +56.3% | +1,092.0% | -1,035.8% | -50.1% |
| 5Y | -15.6% | +446.1% | -461.7% | -65.6% |
| 10Y | +2,605.4% | +1,381.7% | +1,223.7% | +822.5% |
| All | +1,829.4% | +2,640.3% | -810.9% | +551.2% |
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