-12.8%
TSLA vs XLE
+15.8%
-28.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.9% | -5.1% | -6.4% |
| 7D | +1.5% | +2.2% | -0.7% | +2.6% |
| 30D | +10.1% | +11.8% | -1.7% | +17.1% |
| 3M | -15.4% | +9.8% | -25.2% | -9.8% |
| 6M | -12.8% | +15.6% | -28.4% | -3.3% |
| All | -12.8% | +15.8% | -28.6% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 6mo: compounded portfolio wealth divided by compounded XLE 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…
6mo analysis · Full analysis span regression · 6 months rolling