+37.5%
CL vs GEHC
+19.4%
+18.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.1% |
| 7D | -0.8% | -3.7% | +3.0% | -0.3% |
| 30D | +9.5% | +22.0% | -12.5% | +7.0% |
| 3M | +6.8% | +13.6% | -6.8% | +5.1% |
| 6M | +14.3% | +34.0% | -19.7% | +10.4% |
| YTD | +26.3% | +0.9% | +25.4% | +24.7% |
| 1Y | +25.6% | +12.7% | +12.8% | +23.1% |
| All | +37.5% | +19.4% | +18.2% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 3y: compounded portfolio wealth divided by compounded GEHC 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…
3y analysis · Full analysis span regression · 6 months rolling