+6.7%
TSLA vs O
+12.4%
-5.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | -4.7% | +3.5% | -8.2% | -6.3% |
| 30D | -0.8% | +10.4% | -11.2% | -5.4% |
| 3M | +14.8% | -2.4% | +17.2% | +15.9% |
| 6M | -11.3% | -1.2% | -10.1% | -11.7% |
| YTD | -15.6% | +10.4% | -26.0% | -21.7% |
| 1Y | -14.7% | +11.4% | -26.1% | -21.4% |
| 3Y | +76.9% | +40.4% | +36.5% | +33.8% |
| 5Y | +6.7% | +12.1% | -5.5% | -7.3% |
| All | +6.7% | +12.4% | -5.7% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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