+436.7%
GE vs CG
+9.5%
+427.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | +0.1% |
| 7D | +1.2% | -1.3% | +2.4% | +1.6% |
| 30D | -9.5% | -3.2% | -6.3% | -8.8% |
| 3M | +4.1% | +6.2% | -2.1% | +1.3% |
| 6M | +3.9% | -4.7% | +8.6% | +4.8% |
| YTD | +9.0% | -20.6% | +29.6% | +16.7% |
| 1Y | +21.9% | -26.4% | +48.3% | +33.4% |
| 3Y | +281.8% | +55.4% | +226.4% | +202.3% |
| 5Y | +436.7% | +9.8% | +426.9% | +369.8% |
| All | +436.7% | +9.5% | +427.2% | +369.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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