+10.8%
TSLA vs SO
+79.3%
-68.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.3% | +4.2% | +5.6% |
| 7D | -6.4% | -1.1% | -5.3% | -6.4% |
| 30D | -1.2% | +8.6% | -9.8% | -0.9% |
| 3M | +15.1% | +1.8% | +13.3% | +15.2% |
| 6M | -11.7% | +3.6% | -15.4% | -11.8% |
| YTD | -15.9% | +9.9% | -25.9% | -16.3% |
| 1Y | -12.0% | +5.7% | -17.7% | -12.2% |
| 3Y | +80.0% | +52.5% | +27.5% | +65.9% |
| 5Y | +10.8% | +77.3% | -66.5% | +4.5% |
| All | +10.8% | +79.3% | -68.5% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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