+2,883.5%
GE vs FDX
+4,233.7%
-1,350.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.6% | +1.3% |
| 7D | -1.6% | -2.5% | +0.9% | -0.6% |
| 30D | -11.6% | +3.8% | -15.4% | -13.0% |
| 3M | +3.0% | -1.3% | +4.3% | +3.1% |
| 6M | -0.5% | +5.0% | -5.5% | -3.1% |
| YTD | +9.7% | +39.6% | -29.9% | -4.6% |
| 1Y | +20.0% | +81.1% | -61.1% | -6.1% |
| 3Y | +275.8% | +63.0% | +212.8% | +193.9% |
| 5Y | +429.1% | +65.6% | +363.5% | +297.4% |
| 10Y | +151.2% | +183.4% | -32.2% | +44.9% |
| All | +2,883.5% | +4,233.7% | -1,350.1% | +568.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling