+22,727.1%
TSLA vs SOXX
+3,931.5%
+18,795.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.6% | +1.1% |
| 7D | -3.4% | +3.0% | -6.4% | -6.1% |
| 30D | +9.2% | -3.1% | +12.4% | +11.5% |
| 3M | -4.7% | -4.4% | -0.3% | -4.5% |
| 6M | -8.9% | +52.9% | -61.8% | -40.8% |
| YTD | -19.2% | +72.0% | -91.2% | -53.3% |
| 1Y | +4.5% | +105.1% | -100.6% | -48.6% |
| 3Y | +46.3% | +220.6% | -174.3% | -52.4% |
| 5Y | +48.1% | +244.8% | -196.7% | -54.6% |
| 10Y | +2,704.2% | +1,537.1% | +1,167.1% | +134.9% |
| All | +22,727.1% | +3,931.5% | +18,795.6% | +759.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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