+140.8%
LLY vs GE
+267.3%
-126.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | +6.7% | +2.7% | +4.1% | +6.1% |
| 30D | +19.6% | +8.1% | +11.5% | +17.3% |
| 3M | +19.7% | -7.9% | +27.6% | +21.6% |
| 6M | +42.7% | +12.9% | +29.8% | +37.1% |
| YTD | +35.1% | +8.2% | +27.0% | +30.3% |
| 1Y | +42.2% | +9.7% | +32.5% | +36.4% |
| 3Y | +140.8% | +266.1% | -125.3% | +65.8% |
| All | +140.8% | +267.3% | -126.5% | +65.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling