-14.7%
TSLA vs STZ
+17.1%
-31.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -4.7% | +5.3% | -10.0% | -3.7% |
| 30D | -0.8% | +19.6% | -20.4% | +2.6% |
| 3M | +14.8% | +10.0% | +4.8% | +17.4% |
| 6M | -11.3% | -0.3% | -11.1% | -10.7% |
| YTD | -15.6% | +8.6% | -24.1% | -15.9% |
| 1Y | -14.7% | +16.6% | -31.3% | -15.9% |
| All | -14.7% | +17.1% | -31.8% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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