-15.1%
TSLA vs PEP
+3.6%
-18.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.4% | +5.2% | +5.6% |
| 7D | -6.4% | +1.0% | -7.4% | -6.0% |
| 30D | -1.2% | +12.6% | -13.8% | +2.3% |
| 3M | +15.1% | +3.1% | +11.9% | +16.3% |
| 6M | -11.7% | -6.3% | -5.5% | -12.6% |
| YTD | -15.9% | +1.9% | -17.8% | -15.8% |
| All | -15.1% | +3.6% | -18.7% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PEP.
Daily Out/Under-Performance
Portfolio return minus PEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEP 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 1y: compounded portfolio wealth divided by compounded PEP 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…
1y analysis · Full analysis span regression · 6 months rolling