+6.3%
TSLA vs SPGI
-14.9%
+21.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.2% | +7.2% | +4.0% |
| 7D | +3.4% | -2.5% | +5.9% | +3.3% |
| 30D | +12.0% | +5.4% | +6.6% | +12.1% |
| 3M | -10.0% | +9.0% | -19.0% | -9.7% |
| 6M | -7.2% | +0.8% | -8.0% | -6.8% |
| YTD | -18.1% | -12.6% | -5.6% | -16.6% |
| 1Y | +6.3% | -16.1% | +22.4% | +19.4% |
| All | +6.3% | -14.9% | +21.1% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 1y: compounded portfolio wealth divided by compounded SPGI 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…
1y analysis · Full analysis span regression · 6 months rolling