+46.5%
TSLA vs SO
+61.3%
-14.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.0% | +3.0% | +4.0% |
| 7D | +3.4% | +1.0% | +2.4% | +3.4% |
| 30D | +12.0% | -3.2% | +15.2% | +11.9% |
| 3M | -10.0% | -1.7% | -8.3% | -10.2% |
| 6M | -7.2% | -7.2% | 0.0% | -7.4% |
| YTD | -18.1% | +4.6% | -22.7% | -18.6% |
| 1Y | +6.3% | +1.2% | +5.1% | +5.7% |
| 3Y | +48.2% | +45.3% | +2.9% | +37.7% |
| 5Y | +46.5% | +58.7% | -12.2% | +48.0% |
| All | +46.5% | +61.3% | -14.8% | +48.0% |
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