+46.5%
TSLA vs SHOP
-12.8%
+59.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -7.6% | +11.6% | +6.9% |
| 7D | +3.4% | -4.1% | +7.5% | +4.8% |
| 30D | +12.0% | -11.5% | +23.6% | +17.0% |
| 3M | -10.0% | +21.1% | -31.0% | -18.3% |
| 6M | -7.2% | +3.0% | -10.2% | -11.9% |
| YTD | -18.1% | -16.7% | -1.4% | -16.6% |
| 1Y | +6.3% | -8.3% | +14.6% | +3.5% |
| 3Y | +48.2% | +112.8% | -64.7% | -4.7% |
| 5Y | +46.5% | -9.3% | +55.8% | +10.0% |
| All | +46.5% | -12.8% | +59.3% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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