+48.1%
TSLA vs SPMO
+145.0%
-96.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.7% | +1.3% |
| 7D | -3.4% | +0.1% | -3.5% | -3.7% |
| 30D | +9.2% | -0.7% | +9.9% | +9.9% |
| 3M | -4.7% | +2.8% | -7.6% | -10.3% |
| 6M | -8.9% | +24.4% | -33.4% | -35.8% |
| YTD | -19.2% | +24.2% | -43.3% | -42.9% |
| 1Y | +4.5% | +24.5% | -20.0% | -26.0% |
| 3Y | +46.3% | +155.6% | -109.3% | -59.3% |
| 5Y | +48.1% | +148.2% | -100.0% | -56.7% |
| All | +48.1% | +145.0% | -96.8% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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