+6.7%
TSLA vs WEC
+53.9%
-47.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -4.7% | +1.4% | -6.1% | -4.7% |
| 30D | -0.8% | +12.8% | -13.6% | -0.5% |
| 3M | +14.8% | +11.2% | +3.6% | +15.1% |
| 6M | -11.3% | +6.6% | -17.9% | -11.3% |
| YTD | -15.6% | +13.8% | -29.4% | -15.8% |
| 1Y | -14.7% | +7.6% | -22.3% | -14.7% |
| 3Y | +76.9% | +62.2% | +14.7% | +69.5% |
| 5Y | +6.7% | +52.0% | -45.3% | +7.0% |
| All | +6.7% | +53.9% | -47.2% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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