+152.0%
GE vs RRC
+4.5%
+147.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.5% | -2.8% |
| 7D | -1.2% | -1.7% | +0.5% | -0.9% |
| 30D | -11.3% | +3.6% | -14.9% | -11.8% |
| 3M | -1.4% | +8.8% | -10.2% | -3.2% |
| 6M | +1.2% | +0.8% | +0.4% | +0.2% |
| YTD | +5.9% | +19.0% | -13.0% | +1.5% |
| 1Y | +18.4% | +22.9% | -4.5% | +12.4% |
| 3Y | +271.0% | +32.3% | +238.7% | +242.6% |
| 5Y | +417.9% | +151.6% | +266.4% | +306.5% |
| 10Y | +152.0% | +5.5% | +146.4% | +68.9% |
| All | +152.0% | +4.5% | +147.4% | +68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling