+46.2%
TSLA vs XLI
+80.3%
-34.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +2.0% |
| 7D | +3.0% | -0.6% | +3.6% | +3.8% |
| 30D | +11.2% | -6.9% | +18.1% | +22.7% |
| 3M | -7.3% | -1.9% | -5.3% | -5.4% |
| 6M | -7.7% | +1.0% | -8.8% | -10.4% |
| YTD | -18.2% | +11.3% | -29.5% | -31.8% |
| 1Y | +6.0% | +15.8% | -9.8% | -16.7% |
| 3Y | +48.0% | +69.8% | -21.8% | -30.9% |
| 5Y | +46.2% | +80.9% | -34.7% | -38.5% |
| All | +46.2% | +80.3% | -34.1% | -38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling