+17,561.1%
LLY vs GE
+2,981.7%
+14,579.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.2% |
| 7D | -2.1% | -1.6% | -0.6% | -1.7% |
| 30D | -1.6% | -11.6% | +10.0% | +1.7% |
| 3M | +2.3% | +3.0% | -0.7% | +0.9% |
| 6M | +14.9% | -0.5% | +15.4% | +14.0% |
| YTD | +7.5% | +9.7% | -2.3% | +3.3% |
| 1Y | +55.7% | +20.0% | +35.6% | +45.5% |
| 3Y | +110.6% | +275.8% | -165.2% | +39.0% |
| 5Y | +363.4% | +429.1% | -65.7% | +169.8% |
| 10Y | +1,649.0% | +151.2% | +1,497.8% | +1,069.9% |
| All | +17,561.1% | +2,981.7% | +14,579.5% | +3,012.4% |
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