+740.7%
GOOGL vs GE
+151.9%
+588.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -2.8% | -2.8% | 0.0% | -2.1% |
| 30D | -3.2% | -11.9% | +8.7% | -0.1% |
| 3M | -6.6% | +1.8% | -8.4% | -7.2% |
| 6M | +8.5% | -0.6% | +9.1% | +8.1% |
| YTD | +6.5% | +5.5% | +1.0% | +4.2% |
| 1Y | +39.4% | +15.0% | +24.5% | +33.4% |
| 3Y | +146.2% | +269.5% | -123.3% | +74.2% |
| 5Y | +138.3% | +422.4% | -284.1% | +52.2% |
| All | +740.7% | +151.9% | +588.8% | +418.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling