-2.9%
TSLA vs SPGI
+2.7%
-5.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -1.8% |
| 7D | +8.9% | +1.2% | +7.7% | +8.9% |
| 30D | +6.3% | +15.9% | -9.6% | +6.1% |
| 3M | +14.8% | +12.3% | +2.5% | +14.6% |
| 6M | -12.4% | +23.7% | -36.1% | -12.6% |
| YTD | -13.2% | -3.5% | -9.7% | -10.1% |
| 1Y | -2.9% | +0.4% | -3.3% | +2.8% |
| All | -2.9% | +2.7% | -5.7% | +2.8% |
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