+46.2%
TSLA vs SRE
+48.6%
-2.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | +3.0% | +1.5% | +1.6% | +2.4% |
| 30D | +11.2% | +0.8% | +10.3% | +10.1% |
| 3M | -7.3% | -5.8% | -1.5% | -5.2% |
| 6M | -7.7% | -7.8% | +0.1% | -5.2% |
| YTD | -18.2% | -2.4% | -15.9% | -19.0% |
| 1Y | +6.0% | +8.9% | -2.9% | -1.9% |
| 3Y | +48.0% | +31.1% | +16.9% | +20.0% |
| 5Y | +46.2% | +48.6% | -2.4% | +17.8% |
| All | +46.2% | +48.6% | -2.4% | +17.8% |
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