+10.3%
TSLA vs SHOP
-0.5%
+10.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.8% | +1.1% | +2.2% |
| 7D | +1.5% | -2.5% | +3.9% | +2.6% |
| 30D | +3.4% | -16.7% | +20.1% | +10.5% |
| 3M | +17.4% | -2.2% | +19.6% | +16.9% |
| 6M | -12.2% | +45.6% | -57.7% | -27.1% |
| YTD | -13.1% | -7.3% | -5.8% | -15.8% |
| 1Y | -11.1% | -6.1% | -5.0% | -14.5% |
| 3Y | +82.1% | +143.3% | -61.2% | +10.5% |
| 5Y | +10.3% | +0.2% | +10.1% | -20.0% |
| All | +10.3% | -0.5% | +10.8% | -20.0% |
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