+57.3%
LLY vs GE
+8.3%
+49.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.1% | +0.2% |
| 7D | +10.1% | +9.4% | +0.7% | +8.4% |
| 30D | +24.0% | +7.5% | +16.5% | +22.4% |
| 3M | +27.3% | -12.5% | +39.8% | +29.9% |
| 6M | +47.0% | +17.8% | +29.2% | +39.7% |
| YTD | +32.6% | +7.4% | +25.2% | +26.7% |
| 1Y | +57.3% | +8.9% | +48.5% | +50.2% |
| All | +57.3% | +8.3% | +49.0% | +50.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling