+48.1%
TSLA vs ROKU
-54.7%
+102.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.5% |
| 7D | -3.4% | -2.6% | -0.8% | -2.4% |
| 30D | +9.2% | +2.1% | +7.1% | +8.3% |
| 3M | -4.7% | +31.8% | -36.5% | -15.0% |
| 6M | -8.9% | +53.3% | -62.2% | -23.5% |
| YTD | -19.2% | +42.1% | -61.2% | -30.6% |
| 1Y | +4.5% | +62.3% | -57.8% | -14.9% |
| 3Y | +46.3% | +84.6% | -38.3% | +4.6% |
| 5Y | +48.1% | -53.1% | +101.2% | +22.5% |
| All | +48.1% | -54.7% | +102.8% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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