+20,705.6%
LLY vs GE
+2,859.3%
+17,846.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.7% | -3.5% | -1.6% |
| 7D | -4.5% | +7.1% | -11.6% | -6.4% |
| 30D | +13.9% | +6.5% | +7.4% | +11.7% |
| 3M | +13.8% | -13.6% | +27.3% | +18.1% |
| 6M | +37.6% | +6.0% | +31.6% | +34.2% |
| YTD | +26.6% | +5.4% | +21.2% | +22.8% |
| 1Y | +45.3% | +6.5% | +38.9% | +40.5% |
| 3Y | +132.2% | +268.6% | -136.4% | +53.8% |
| 5Y | +434.7% | +389.0% | +45.6% | +218.5% |
| 10Y | +2,084.3% | +163.3% | +1,921.0% | +1,329.7% |
| All | +20,705.6% | +2,859.3% | +17,846.4% | +3,600.4% |
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