+152.0%
GE vs BP
+143.9%
+8.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.1% |
| 7D | +2.7% | +3.8% | -1.2% | +1.0% |
| 30D | +8.1% | -5.3% | +13.4% | +10.1% |
| 3M | -7.9% | +9.3% | -17.1% | -12.4% |
| 6M | +12.9% | +7.2% | +5.7% | +6.8% |
| YTD | +8.2% | +38.0% | -29.9% | -11.5% |
| 1Y | +9.7% | +33.2% | -23.5% | -8.9% |
| 3Y | +266.1% | +50.3% | +215.8% | +177.5% |
| 5Y | +407.4% | +114.1% | +293.3% | +197.8% |
| All | +152.0% | +143.9% | +8.1% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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