+5,648.9%
CRM vs GE
+250.2%
+5,398.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -8.1% | -2.8% | -5.3% | -7.1% |
| 30D | +23.1% | -11.9% | +35.0% | +28.5% |
| 3M | +42.5% | +1.8% | +40.7% | +39.8% |
| 6M | +25.3% | -0.6% | +25.9% | +22.2% |
| YTD | -7.8% | +5.5% | -13.3% | -13.1% |
| 1Y | +1.0% | +15.0% | -13.9% | -8.6% |
| 3Y | +10.0% | +269.5% | -259.5% | -40.6% |
| 5Y | -3.9% | +422.4% | -426.3% | -55.9% |
| 10Y | +233.2% | +151.0% | +82.2% | +92.9% |
| All | +5,648.9% | +250.2% | +5,398.7% | +2,605.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 all: compounded portfolio wealth divided by compounded GE 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…
all analysis · Full analysis span regression · 6 months rolling