+15.4%
TSLA vs SRE
+51.9%
-36.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.2% |
| 7D | +15.6% | -1.1% | +16.7% | +16.2% |
| 30D | +5.9% | -4.1% | +10.0% | +8.3% |
| 3M | +21.4% | -7.3% | +28.7% | +25.4% |
| 6M | -8.3% | -14.1% | +5.8% | -1.8% |
| YTD | -11.6% | -8.5% | -3.1% | -9.6% |
| 1Y | -7.7% | -12.0% | +4.3% | -3.3% |
| 3Y | +85.2% | +23.4% | +61.8% | +53.6% |
| 5Y | +15.4% | +51.3% | -35.9% | -7.5% |
| All | +15.4% | +51.9% | -36.5% | -7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling