+901.5%
LITE vs GE
+430.3%
+471.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.9% | +3.3% |
| 7D | -1.5% | -1.6% | +0.1% | -0.6% |
| 30D | +6.7% | -11.6% | +18.2% | +14.9% |
| 3M | -6.8% | +3.0% | -9.8% | -9.2% |
| 6M | +29.4% | -0.5% | +30.0% | +27.5% |
| YTD | +139.1% | +9.7% | +129.3% | +120.8% |
| 1Y | +521.0% | +20.0% | +501.0% | +445.7% |
| 3Y | +1,535.3% | +275.8% | +1,259.4% | +676.8% |
| All | +901.5% | +430.3% | +471.2% | +284.5% |
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 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