+48.1%
TSLA vs XYZ
-68.7%
+116.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.7% | -1.0% |
| 7D | -3.4% | -5.2% | +1.8% | -1.1% |
| 30D | +9.2% | 0.0% | +9.2% | +9.0% |
| 3M | -4.7% | +18.7% | -23.4% | -12.6% |
| 6M | -8.9% | +20.5% | -29.5% | -17.6% |
| YTD | -19.2% | +21.5% | -40.6% | -28.5% |
| 1Y | +4.5% | +7.2% | -2.7% | -2.6% |
| 3Y | +46.3% | +49.0% | -2.7% | +9.9% |
| 5Y | +48.1% | -68.1% | +116.2% | +107.7% |
| All | +48.1% | -68.7% | +116.9% | +107.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling