+41.1%
TSLA vs SPGI
+8.3%
+32.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.6% | -4.4% | -4.9% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | +10.1% | +8.4% | +1.7% | +4.5% |
| 3M | -15.4% | +11.8% | -27.2% | -22.4% |
| 6M | -12.8% | +5.7% | -18.5% | -17.6% |
| YTD | -21.3% | -9.7% | -11.6% | -17.5% |
| 1Y | +4.6% | -12.5% | +17.1% | +11.4% |
| 3Y | +44.5% | +21.8% | +22.7% | +13.3% |
| All | +41.1% | +8.3% | +32.8% | +9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling