+546.2%
LITE vs GE
+381.1%
+165.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.8% | +6.9% | +8.3% |
| 7D | -12.9% | +6.3% | -19.2% | -15.7% |
| 30D | -46.0% | +8.9% | -54.8% | -48.8% |
| 3M | -33.0% | -9.2% | -23.8% | -29.0% |
| 6M | -34.0% | +13.2% | -47.3% | -40.0% |
| YTD | +61.7% | +9.4% | +52.3% | +49.4% |
| 1Y | +148.3% | +9.8% | +138.5% | +129.6% |
| 3Y | +1,408.5% | +278.2% | +1,130.3% | +611.0% |
| 5Y | +546.2% | +396.0% | +150.2% | +155.5% |
| All | +546.2% | +381.1% | +165.0% | +155.5% |
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