+135.0%
GOOG vs GE
+415.9%
-280.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.8% |
| 7D | -2.5% | -2.8% | +0.3% | -1.5% |
| 30D | -3.6% | -11.9% | +8.3% | +0.6% |
| 3M | -6.4% | +1.8% | -8.3% | -7.4% |
| 6M | +7.8% | -0.6% | +8.4% | +7.1% |
| YTD | +5.5% | +5.5% | 0.0% | +2.1% |
| 1Y | +38.3% | +15.0% | +23.3% | +29.4% |
| 3Y | +143.1% | +269.5% | -126.4% | +38.9% |
| 5Y | +135.0% | +422.4% | -287.4% | +5.6% |
| All | +135.0% | +415.9% | -280.9% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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