+48.1%
TSLA vs XLU
+42.5%
+5.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.7% |
| 7D | -3.4% | -1.2% | -2.2% | -2.8% |
| 30D | +9.2% | -2.5% | +11.8% | +10.5% |
| 3M | -4.7% | -2.7% | -2.0% | -4.0% |
| 6M | -8.9% | -7.5% | -1.5% | -6.1% |
| YTD | -19.2% | +0.9% | -20.1% | -20.8% |
| 1Y | +4.5% | +3.3% | +1.2% | +1.2% |
| 3Y | +46.3% | +47.3% | -1.0% | +16.6% |
| 5Y | +48.1% | +44.4% | +3.7% | +22.6% |
| All | +48.1% | +42.5% | +5.6% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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