+268.6%
GE vs BP
+42.8%
+225.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.7% |
| 7D | +7.1% | -11.6% | +18.7% | +7.2% |
| 30D | +6.5% | 0.0% | +6.4% | +6.2% |
| 3M | -13.6% | +6.7% | -20.3% | -14.1% |
| 6M | +6.0% | +2.2% | +3.8% | +5.7% |
| YTD | +5.4% | +33.0% | -27.6% | -2.4% |
| 1Y | +6.5% | +30.7% | -24.3% | -1.0% |
| 3Y | +268.6% | +44.2% | +224.4% | +232.6% |
| All | +268.6% | +42.8% | +225.8% | +232.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling