-13.3%
TSLA vs XYZ
+19.9%
-33.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +15.3% | -18.6% | -6.9% |
| 7D | -4.7% | +16.5% | -21.2% | -8.5% |
| 30D | +1.7% | +15.0% | -13.2% | -2.1% |
| 3M | +17.7% | +3.5% | +14.1% | +16.5% |
| 6M | -1.9% | +21.9% | -23.7% | -7.8% |
| YTD | -14.3% | +34.6% | -49.0% | -20.1% |
| 1Y | -13.3% | +20.7% | -34.0% | -15.4% |
| All | -13.3% | +19.9% | -33.2% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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