+1,493.1%
LITE vs GE
+150.1%
+1,343.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.3% | -4.8% | -4.6% |
| 7D | +10.8% | +2.7% | +8.1% | +9.7% |
| 30D | -33.4% | +8.1% | -41.5% | -35.7% |
| 3M | -32.2% | -7.9% | -24.4% | -29.8% |
| 6M | -42.1% | +12.9% | -55.0% | -45.6% |
| YTD | +61.9% | +8.2% | +53.7% | +54.7% |
| 1Y | +163.0% | +9.7% | +153.3% | +150.2% |
| 3Y | +1,358.0% | +266.1% | +1,091.9% | +776.6% |
| 5Y | +549.9% | +407.4% | +142.5% | +240.7% |
| All | +1,493.1% | +150.1% | +1,343.0% | +643.5% |
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