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My Portfolio
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Asset Allocation


TSLA 100%EquityEquity
PositionCategory/SectorWeight
TSLA
Tesla, Inc.
Consumer Cyclical

100%

S&P 500

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in My Portfolio, 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


-30.00%-20.00%-10.00%0.00%10.00%20.00%NovemberDecember2024FebruaryMarchApril
-33.18%
19.37%
My Portfolio
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Jun 29, 2010, corresponding to the inception date of TSLA

Returns By Period

As of Apr 24, 2024, the My Portfolio returned -41.77% Year-To-Date and 26.99% of annualized return in the last 10 years.


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
6.30%-3.13%19.37%22.56%11.65%10.55%
My Portfolio-41.77%-15.31%-33.18%-10.99%54.52%26.99%
TSLA
Tesla, Inc.
-41.77%-15.31%-33.18%-10.99%54.52%26.99%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-24.63%7.79%-12.92%
2023-3.05%-19.73%19.54%3.50%

Expense Ratio

The My Portfolio has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


My Portfolio
Sharpe ratio
The chart of Sharpe ratio for My Portfolio, currently valued at -0.26, compared to the broader market-1.000.001.002.003.004.005.00-0.26
Sortino ratio
The chart of Sortino ratio for My Portfolio, currently valued at -0.06, compared to the broader market0.002.004.006.00-0.06
Omega ratio
The chart of Omega ratio for My Portfolio, currently valued at 0.99, compared to the broader market0.801.001.201.401.601.800.99
Calmar ratio
The chart of Calmar ratio for My Portfolio, currently valued at -0.19, compared to the broader market0.002.004.006.008.00-0.19
Martin ratio
The chart of Martin ratio for My Portfolio, currently valued at -0.52, compared to the broader market0.0010.0020.0030.0040.0050.00-0.52
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-1.000.001.002.003.004.005.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market0.002.004.006.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.801.001.201.401.601.801.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.002.004.006.008.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.0040.0050.007.64

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
TSLA
Tesla, Inc.
-0.26-0.060.99-0.19-0.52

Sharpe Ratio

The current My Portfolio Sharpe ratio is -0.26. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

-1.000.001.002.003.004.005.00-0.26

The Sharpe ratio of My Portfolio is in the bottom 25%, suggesting that this portfolio isn't performing as well in terms of risk-adjusted returns compared to many others. This could be due to lower returns, higher volatility, or both. It might be an indication that the portfolio needs fine-tuning.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
-0.26
1.92
My Portfolio
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield


My Portfolio doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-64.71%
-3.50%
My Portfolio
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the My Portfolio. 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 My Portfolio was 73.63%, occurring on Jan 3, 2023. The portfolio has not yet recovered.

The current My Portfolio drawdown is 64.71%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-73.63%Nov 5, 2021291Jan 3, 2023
-60.63%Feb 20, 202020Mar 18, 202056Jun 8, 202076
-53.51%Sep 19, 2017428Jun 3, 2019139Dec 18, 2019567
-49.77%Sep 5, 2014361Feb 10, 2016288Apr 3, 2017649
-38.46%Nov 26, 201061Feb 23, 2011264Mar 12, 2012325

Volatility

Volatility Chart

The current My Portfolio volatility is 13.08%, 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.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
13.08%
3.58%
My Portfolio
Benchmark (^GSPC)
Portfolio components