+99.0%
GOOGL vs GE
+412.1%
-313.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | +2.6% | +5.4% | -2.8% | +0.7% |
| 30D | -18.3% | +9.6% | -27.9% | -21.2% |
| 3M | -19.6% | -7.7% | -11.9% | -17.6% |
| 6M | -28.2% | +14.0% | -42.2% | -32.2% |
| YTD | -8.0% | +10.2% | -18.2% | -12.8% |
| 1Y | -0.7% | +8.9% | -9.6% | -5.6% |
| 3Y | +118.8% | +273.7% | -154.8% | +20.0% |
| All | +99.0% | +412.1% | -313.1% | -12.0% |
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