+268.6%
GE vs CB
+71.5%
+197.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.5% | +3.1% |
| 7D | +7.1% | +0.2% | +6.9% | +7.0% |
| 30D | +6.5% | +9.1% | -2.6% | +4.4% |
| 3M | -13.6% | +3.4% | -17.0% | -14.3% |
| 6M | +6.0% | +14.1% | -8.1% | +2.3% |
| YTD | +5.4% | +18.0% | -12.6% | +0.7% |
| 1Y | +6.5% | +30.1% | -23.7% | -1.5% |
| 3Y | +268.6% | +71.8% | +196.8% | +211.4% |
| All | +268.6% | +71.5% | +197.1% | +211.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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