+151.5%
GE vs FDX
+178.0%
-26.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | +0.5% |
| 7D | +1.2% | -3.3% | +4.5% | +2.6% |
| 30D | -9.5% | -1.4% | -8.1% | -9.1% |
| 3M | +4.1% | -4.5% | +8.6% | +5.7% |
| 6M | +3.9% | +9.4% | -5.5% | -0.8% |
| YTD | +9.0% | +36.0% | -27.0% | -5.4% |
| 1Y | +21.9% | +75.5% | -53.6% | -5.6% |
| 3Y | +281.8% | +62.8% | +219.0% | +189.4% |
| 5Y | +436.7% | +64.4% | +372.3% | +288.7% |
| 10Y | +151.5% | +175.5% | -23.9% | +21.3% |
| All | +151.5% | +178.0% | -26.4% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FDX 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling