+113.3%
CSCO vs GE
+430.3%
-317.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.5% | +0.3% |
| 7D | -0.7% | -1.6% | +0.9% | -0.3% |
| 30D | -10.1% | -11.6% | +1.4% | -7.5% |
| 3M | -15.7% | +3.0% | -18.7% | -16.4% |
| 6M | +36.3% | -0.5% | +36.8% | +35.7% |
| YTD | +43.8% | +9.7% | +34.1% | +39.1% |
| 1Y | +63.9% | +20.0% | +43.9% | +54.3% |
| 3Y | +104.4% | +275.8% | -171.5% | +37.4% |
| All | +113.3% | +430.3% | -317.1% | +20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling