+4.5%
TSLA vs SRE
+7.5%
-3.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.3% |
| 7D | -3.4% | -0.7% | -2.7% | -3.5% |
| 30D | +9.2% | -1.7% | +11.0% | +9.1% |
| 3M | -4.7% | -7.1% | +2.3% | -4.8% |
| 6M | -8.9% | -8.4% | -0.6% | -9.5% |
| YTD | -19.2% | -3.5% | -15.6% | -21.0% |
| 1Y | +4.5% | +5.4% | -0.9% | +3.7% |
| All | +4.5% | +7.5% | -3.0% | +3.7% |
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