+22,994.0%
TSLA vs XBI
+824.0%
+22,170.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +1.0% |
| 7D | +3.0% | -3.6% | +6.6% | +5.6% |
| 30D | +11.2% | +0.9% | +10.3% | +10.2% |
| 3M | -7.3% | +21.4% | -28.7% | -19.5% |
| 6M | -7.7% | +25.5% | -33.2% | -22.1% |
| YTD | -18.2% | +30.8% | -49.1% | -33.3% |
| 1Y | +6.0% | +68.6% | -62.6% | -27.8% |
| 3Y | +48.0% | +103.9% | -55.9% | -12.8% |
| 5Y | +46.2% | +20.8% | +25.4% | +21.4% |
| 10Y | +2,737.0% | +164.0% | +2,573.0% | +1,336.4% |
| All | +22,994.0% | +824.0% | +22,170.0% | +3,549.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 all: compounded portfolio wealth divided by compounded XBI 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…
all analysis · Full analysis span regression · 6 months rolling