+46.2%
TSLA vs ROK
+45.0%
+1.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.4% |
| 7D | +3.0% | +0.2% | +2.9% | +2.8% |
| 30D | +11.2% | -1.8% | +13.0% | +12.3% |
| 3M | -7.3% | -7.2% | -0.1% | -3.2% |
| 6M | -7.7% | +14.2% | -21.9% | -16.4% |
| YTD | -18.2% | +10.6% | -28.8% | -25.1% |
| 1Y | +6.0% | +25.9% | -19.9% | -11.0% |
| 3Y | +48.0% | +50.8% | -2.8% | +4.9% |
| 5Y | +46.2% | +47.0% | -0.9% | -3.7% |
| All | +46.2% | +45.0% | +1.1% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROK.
Daily Out/Under-Performance
Portfolio return minus ROK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROK 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 ROK 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