+1,402.3%
LITE vs GE
+159.6%
+1,242.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.7% | +3.0% | +4.5% |
| 7D | -35.9% | +7.1% | -43.0% | -38.0% |
| 30D | -51.5% | +6.5% | -58.0% | -52.9% |
| 3M | -35.7% | -13.6% | -22.2% | -31.6% |
| 6M | -43.0% | +6.0% | -48.9% | -44.9% |
| YTD | +46.1% | +5.4% | +40.7% | +41.0% |
| 1Y | +124.7% | +6.5% | +118.3% | +116.5% |
| 3Y | +1,172.1% | +268.6% | +903.5% | +664.5% |
| 5Y | +477.0% | +389.0% | +88.0% | +207.1% |
| All | +1,402.3% | +159.6% | +1,242.8% | +623.1% |
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