+132.5%
GOOGL vs GE
+422.6%
-290.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.6% | -1.3% |
| 7D | -1.9% | -1.2% | -0.6% | -1.4% |
| 30D | -7.5% | -11.3% | +3.8% | -3.6% |
| 3M | -9.2% | -1.4% | -7.8% | -9.0% |
| 6M | +8.1% | +1.2% | +6.9% | +6.7% |
| YTD | +5.8% | +5.9% | -0.1% | +2.2% |
| 1Y | +38.3% | +18.4% | +19.9% | +27.9% |
| 3Y | +144.8% | +271.0% | -126.2% | +38.7% |
| 5Y | +132.5% | +417.9% | -285.4% | +3.8% |
| All | +132.5% | +422.6% | -290.1% | +3.8% |
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