+10.8%
TSLA vs XRT
-1.2%
+12.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.7% | +1.9% | +2.0% |
| 7D | -6.4% | +2.5% | -8.9% | -8.8% |
| 30D | -1.2% | +10.3% | -11.5% | -10.9% |
| 3M | +15.1% | +2.4% | +12.7% | +11.2% |
| 6M | -11.7% | +10.0% | -21.7% | -20.9% |
| YTD | -15.9% | +9.5% | -25.5% | -24.8% |
| 1Y | -12.0% | +17.2% | -29.1% | -26.9% |
| 3Y | +80.0% | +62.0% | +18.1% | +7.3% |
| 5Y | +10.8% | -2.1% | +12.9% | +1.0% |
| All | +10.8% | -1.2% | +12.0% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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