-14.7%
TSLA vs Z
-60.5%
+45.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.5% | +6.0% | +1.4% |
| 7D | -4.7% | -6.5% | +1.8% | -3.4% |
| 30D | -0.8% | -0.1% | -0.7% | -0.8% |
| 3M | +14.8% | -14.1% | +28.9% | +17.6% |
| 6M | -11.3% | -30.1% | +18.7% | -5.9% |
| YTD | -15.6% | -57.5% | +42.0% | -4.1% |
| 1Y | -14.7% | -60.3% | +45.6% | -3.2% |
| All | -14.7% | -60.5% | +45.8% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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