+23,636.9%
TSLA vs XLE
+315.3%
+23,321.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.5% | +5.0% | +5.3% |
| 7D | -6.4% | -7.9% | +1.5% | -2.2% |
| 30D | -1.2% | -4.8% | +3.6% | +1.2% |
| 3M | +15.1% | +8.4% | +6.7% | +9.9% |
| 6M | -11.7% | +12.7% | -24.4% | -18.1% |
| YTD | -15.9% | +41.3% | -57.2% | -31.7% |
| 1Y | -12.0% | +42.3% | -54.3% | -29.0% |
| 3Y | +80.0% | +65.1% | +15.0% | +34.2% |
| 5Y | +10.8% | +150.2% | -139.4% | -37.3% |
| 10Y | +2,883.7% | +163.9% | +2,719.7% | +1,387.2% |
| All | +23,636.9% | +315.3% | +23,321.6% | +8,457.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling