+23,015.9%
TSLA vs SONY
+393.2%
+22,622.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -4.2% | +8.2% | +5.9% |
| 7D | +3.4% | -5.2% | +8.5% | +5.8% |
| 30D | +12.0% | +0.3% | +11.7% | +11.6% |
| 3M | -10.0% | +6.2% | -16.2% | -13.1% |
| 6M | -7.2% | +9.5% | -16.7% | -12.2% |
| YTD | -18.1% | -8.1% | -10.0% | -16.3% |
| 1Y | +6.3% | -17.9% | +24.2% | +14.3% |
| 3Y | +48.2% | +41.5% | +6.7% | +24.1% |
| 5Y | +46.5% | +11.8% | +34.7% | +36.5% |
| 10Y | +2,698.1% | +275.4% | +2,422.7% | +1,650.6% |
| All | +23,015.9% | +393.2% | +22,622.7% | +13,160.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 all: compounded portfolio wealth divided by compounded SONY 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…
all analysis · Full analysis span regression · 6 months rolling