+42.2%
LLY vs GE
+7.6%
+34.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | +6.7% | +2.7% | +4.1% | +6.3% |
| 30D | +19.6% | +8.1% | +11.5% | +17.9% |
| 3M | +19.7% | -7.9% | +27.6% | +20.9% |
| 6M | +42.7% | +12.9% | +29.8% | +37.3% |
| YTD | +35.1% | +8.2% | +27.0% | +28.7% |
| 1Y | +42.2% | +9.7% | +32.5% | +34.6% |
| All | +42.2% | +7.6% | +34.6% | +34.6% |
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