+277.8%
ORCL vs GE
+160.4%
+117.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.4% | +7.4% | +8.4% |
| 7D | +3.8% | +4.0% | -0.3% | +2.7% |
| 30D | -6.6% | +11.1% | -17.6% | -9.4% |
| 3M | -11.4% | -6.7% | -4.7% | -9.9% |
| 6M | -33.3% | +14.3% | -47.6% | -36.0% |
| YTD | -33.3% | +11.7% | -45.0% | -36.2% |
| 1Y | -44.9% | +10.9% | -55.8% | -47.2% |
| 3Y | +17.6% | +279.0% | -261.4% | -19.1% |
| 5Y | +46.1% | +427.0% | -380.9% | -9.4% |
| 10Y | +277.8% | +158.6% | +119.2% | +105.1% |
| All | +277.8% | +160.4% | +117.3% | +105.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling