-2.9%
TSLA vs SRE
-11.2%
+8.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -1.8% |
| 7D | +8.9% | +1.8% | +7.2% | +9.0% |
| 30D | +6.3% | -3.0% | +9.3% | +6.4% |
| 3M | +14.8% | -7.3% | +22.0% | +14.2% |
| 6M | -12.4% | -11.9% | -0.5% | -13.1% |
| YTD | -13.2% | -7.9% | -5.4% | -15.9% |
| 1Y | -2.9% | -11.1% | +8.2% | -3.9% |
| All | -2.9% | -11.2% | +8.2% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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