+10.9%
GE vs BP
+27.8%
-16.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +1.9% |
| 7D | +4.0% | -0.8% | +4.8% | +3.7% |
| 30D | +11.1% | -3.1% | +14.2% | +9.9% |
| 3M | -6.7% | +6.2% | -12.9% | -4.6% |
| 6M | +14.3% | +4.8% | +9.5% | +17.1% |
| YTD | +11.7% | +35.2% | -23.4% | +10.2% |
| 1Y | +10.9% | +27.4% | -16.5% | +10.1% |
| All | +10.9% | +27.8% | -16.9% | +10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling