+15.4%
TSLA vs LOW
+7.2%
+8.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +2.6% |
| 7D | +15.6% | +0.1% | +15.5% | +15.6% |
| 30D | +5.9% | +21.3% | -15.4% | -5.0% |
| 3M | +21.4% | +6.0% | +15.4% | +16.9% |
| 6M | -8.3% | +2.6% | -10.9% | -10.8% |
| YTD | -11.6% | -3.6% | -8.0% | -11.9% |
| 1Y | -7.7% | -1.0% | -6.7% | -9.8% |
| 3Y | +85.2% | +24.2% | +61.0% | +51.0% |
| 5Y | +15.4% | +6.3% | +9.1% | -4.7% |
| All | +15.4% | +7.2% | +8.2% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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