+4.6%
TSLA vs XLI
+18.3%
-13.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.4% | -6.3% | -6.3% |
| 7D | +1.5% | -1.1% | +2.6% | +2.4% |
| 30D | +10.1% | -5.9% | +16.1% | +15.9% |
| 3M | -15.4% | -0.3% | -15.1% | -15.3% |
| 6M | -12.8% | +0.1% | -12.9% | -13.6% |
| YTD | -21.3% | +13.6% | -34.9% | -31.3% |
| 1Y | +4.6% | +17.2% | -12.6% | -8.2% |
| All | +4.6% | +18.3% | -13.7% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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