+41.1%
LLY vs GE
+7.0%
+34.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | -0.1% |
| 7D | +4.6% | +5.1% | -0.5% | +3.7% |
| 30D | +22.4% | +7.6% | +14.8% | +20.8% |
| 3M | +17.1% | -9.3% | +26.4% | +18.7% |
| 6M | +44.6% | +11.5% | +33.1% | +39.5% |
| YTD | +33.5% | +7.9% | +25.6% | +27.3% |
| 1Y | +41.1% | +7.6% | +33.5% | +33.6% |
| All | +41.1% | +7.0% | +34.1% | +33.6% |
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