HL Optimised Tesla Equity
Asset Allocation
Asset allocation is not available
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in HL Optimised Tesla Equity, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 16.48% | 1.67% | 14.21% | 21.98% | 13.13% | 10.91% |
| HL Optimised Tesla Equity | 12.33% | 5.68% | 18.11% | 34.60% | N/A | N/A |
| Portfolio components: | ||||||
Monthly Returns
The table below presents the monthly returns of HL Optimised Tesla Equity, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -14.83% | 7.79% | -12.92% | 30.31% | -2.58% | 12.33% | |||||||
| 2023 | 40.58% | 16.64% | 9.11% | -20.80% | 24.11% | 29.34% | 7.50% | 5.93% | 3.33% | -16.96% | 19.54% | 5.46% | 180.15% |
| 2022 | -5.76% | -8.19% | 28.25% | 0.00% | -1.47% | -5.30% | 27.49% | -0.24% | 0.99% | -3.68% | -1.09% | -19.02% | 2.62% |
| 2021 | 12.45% | -14.03% | -4.53% | 6.22% | -11.87% | 8.71% | 1.10% | 7.06% | 0.07% | 42.32% | 2.76% | 0.18% | 49.07% |
| 2020 | 55.50% | 28.18% | -15.18% | 28.31% | 6.79% | 33.78% | 32.49% | 74.16% | -19.93% | 3.80% | 41.72% | 24.32% | 947.12% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HL Optimised Tesla Equity is 26, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the HL Optimised Tesla Equity. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the HL Optimised Tesla Equity was 37.78%, occurring on May 19, 2021. Recovery took 111 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.78% | Jan 27, 2021 | 79 | May 19, 2021 | 111 | Oct 25, 2021 | 190 |
| -33.12% | Feb 20, 2020 | 31 | Apr 2, 2020 | 7 | Apr 14, 2020 | 38 |
| -29.01% | Sep 1, 2020 | 16 | Sep 23, 2020 | 40 | Nov 18, 2020 | 56 |
| -28.44% | Dec 28, 2023 | 53 | Mar 14, 2024 | 31 | Apr 29, 2024 | 84 |
| -26.45% | Sep 13, 2022 | 94 | Jan 13, 2023 | 14 | Jan 27, 2023 | 108 |
Volatility
Volatility Chart
The current HL Optimised Tesla Equity volatility is 9.74%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.