Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSLA (Tesla, Inc.) | -11.79% | 28.55% | 17.52% | 14.73% | 38.48% | 43.07% | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSLA (Tesla, Inc.) | 06/29/2010 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.39 | 28.55 | 17.52 | 14.73 | 38.48 | 43.07 | NA | … | … | -11.79 | 11.36 | 73.72 | 101.72 | -65.03 | 49.76 | 743.44 | 25.70 | 6.89 | 45.70 | -10.97 | 7.91 | 47.85 | 344.14 | 18.59 | 7.25 | 11.47 |
| Sharpe Ratio | NA | 0.78 | 0.32 | 0.20 | 0.63 | NA | NA | … | … | -0.76 | 0.24 | 1.09 | 1.83 | -0.99 | 0.92 | 8.22 | 0.49 | 0.10 | 1.28 | -0.29 | 0.20 | 1.00 | 5.18 | 0.35 | 0.14 | 0.32 |
| Standard Deviation(%) | NA | 44.49 | 57.43 | 58.69 | 58.94 | NA | NA | … | … | 39.77 | 63.49 | 62.55 | 53.98 | 67.10 | 54.21 | 89.52 | 49.49 | 57.86 | 35.37 | 39.06 | 38.77 | 47.81 | 66.43 | 53.66 | 50.53 | 73.30 |
| Draw Down(%) | NA | 29.93 | 53.77 | 73.63 | 73.63 | NA | NA | … | … | 24.00 | 48.19 | 42.83 | 32.72 | 72.72 | 36.25 | 60.63 | 48.47 | 33.99 | 22.27 | 40.14 | 26.69 | 30.85 | 37.68 | 31.33 | 27.17 | 33.86 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 06/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSLA (Tesla, Inc.) |
-12.37%
Oct 2021 – Oct 2024 |
-3.51%
Aug 2014 – Aug 2019 |
28.11%
Aug 2014 – Aug 2024 |
41.51%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSLA (Tesla, Inc.) |
173.58%
May 2019 – May 2022 |
97.72%
Nov 2016 – Nov 2021 |
68.96%
Oct 2011 – Oct 2021 |
47.11%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart