+1,568.0%
LITE vs GE
+149.4%
+1,418.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.5% | -0.1% | -2.1% |
| 7D | +22.6% | +5.1% | +17.4% | +20.1% |
| 30D | -36.8% | +7.6% | -44.3% | -38.7% |
| 3M | -33.0% | -9.3% | -23.7% | -30.1% |
| 6M | -37.1% | +11.5% | -48.6% | -40.5% |
| YTD | +69.5% | +7.9% | +61.6% | +62.2% |
| 1Y | +146.1% | +7.6% | +138.5% | +136.2% |
| 3Y | +1,440.8% | +265.9% | +1,175.0% | +826.9% |
| 5Y | +580.4% | +405.9% | +174.5% | +257.1% |
| All | +1,568.0% | +149.4% | +1,418.6% | +679.5% |
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