+1,670.7%
LITE vs GE
+160.4%
+1,510.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.4% | +9.2% | +10.0% |
| 7D | +3.4% | +4.0% | -0.6% | +2.2% |
| 30D | -34.9% | +11.1% | -45.9% | -37.8% |
| 3M | -21.0% | -6.7% | -14.3% | -18.6% |
| 6M | -38.5% | +14.3% | -52.7% | -42.5% |
| YTD | +75.8% | +11.7% | +64.1% | +65.6% |
| 1Y | +156.7% | +10.9% | +145.8% | +143.1% |
| 3Y | +1,498.6% | +279.0% | +1,219.6% | +846.6% |
| 5Y | +610.9% | +427.0% | +183.9% | +266.6% |
| 10Y | +1,670.7% | +158.6% | +1,512.1% | +707.0% |
| All | +1,670.7% | +160.4% | +1,510.2% | +707.0% |
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 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