+21,596.1%
LLY vs GE
+2,971.9%
+18,624.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.8% | +0.5% | +3.2% |
| 7D | +0.1% | +6.3% | -6.2% | -1.6% |
| 30D | +19.7% | +8.9% | +10.9% | +16.7% |
| 3M | +19.3% | -9.2% | +28.4% | +22.1% |
| 6M | +49.3% | +13.2% | +36.1% | +42.9% |
| YTD | +32.0% | +9.4% | +22.6% | +26.7% |
| 1Y | +53.7% | +9.8% | +43.9% | +47.3% |
| 3Y | +143.7% | +278.2% | -134.4% | +60.2% |
| 5Y | +463.9% | +396.0% | +67.9% | +234.7% |
| 10Y | +2,006.3% | +162.4% | +1,844.0% | +1,284.3% |
| All | +21,596.1% | +2,971.9% | +18,624.2% | +3,718.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling