+46.2%
TSLA vs STX
+1,117.9%
-1,071.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.6% |
| 7D | +3.0% | +9.6% | -6.5% | -0.5% |
| 30D | +11.2% | +10.6% | +0.6% | +6.1% |
| 3M | -7.3% | +4.8% | -12.1% | -11.7% |
| 6M | -7.7% | +137.3% | -145.0% | -36.9% |
| YTD | -18.2% | +222.5% | -240.7% | -53.3% |
| 1Y | +6.0% | +366.2% | -360.2% | -51.5% |
| 3Y | +48.0% | +1,352.9% | -1,304.9% | -65.2% |
| 5Y | +46.2% | +1,077.4% | -1,031.3% | -61.6% |
| All | +46.2% | +1,117.9% | -1,071.7% | -61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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