+335.7%
CSCO vs GE
+149.4%
+186.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.7% | +2.1% |
| 7D | +6.6% | +5.1% | +1.4% | +5.2% |
| 30D | -11.3% | +7.6% | -18.9% | -13.0% |
| 3M | -17.3% | -9.3% | -8.0% | -15.5% |
| 6M | +3.5% | +11.5% | -8.0% | +0.1% |
| YTD | +34.9% | +7.9% | +27.0% | +30.5% |
| 1Y | +40.5% | +7.6% | +32.8% | +35.9% |
| 3Y | +109.3% | +265.9% | -156.6% | +44.3% |
| 5Y | +105.9% | +405.9% | -300.0% | +27.4% |
| All | +335.7% | +149.4% | +186.3% | +162.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling