+22,994.0%
TSLA vs XLU
+415.5%
+22,578.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.5% |
| 7D | +3.0% | +0.6% | +2.4% | +2.7% |
| 30D | +11.2% | -0.4% | +11.6% | +11.3% |
| 3M | -7.3% | -1.7% | -5.5% | -6.9% |
| 6M | -7.7% | -7.1% | -0.6% | -5.1% |
| YTD | -18.2% | +1.9% | -20.1% | -19.9% |
| 1Y | +6.0% | +6.1% | -0.1% | +1.9% |
| 3Y | +48.0% | +48.8% | -0.7% | +19.7% |
| 5Y | +46.2% | +43.8% | +2.4% | +19.6% |
| 10Y | +2,737.0% | +143.2% | +2,593.8% | +1,689.2% |
| All | +22,994.0% | +415.5% | +22,578.5% | +8,687.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling