+15.5%
TSLA vs SPXU
-83.3%
+98.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.0% | -1.0% |
| 7D | +8.9% | -7.6% | +16.5% | +3.6% |
| 30D | +6.3% | +5.3% | +1.0% | +12.3% |
| 3M | +14.8% | +9.6% | +5.1% | +25.8% |
| 6M | -12.4% | -4.5% | -7.8% | -9.8% |
| YTD | -13.2% | -25.9% | +12.6% | -22.5% |
| 1Y | -2.9% | -28.9% | +25.9% | -15.2% |
| 3Y | +74.4% | -80.5% | +154.9% | -12.9% |
| All | +15.5% | -83.3% | +98.8% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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