+601.8%
CAG vs GEN
+8,838.9%
-8,237.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.8% |
| 7D | -3.8% | -1.2% | -2.6% | -3.7% |
| 30D | +3.1% | +10.1% | -7.0% | +2.5% |
| 3M | +23.5% | +16.1% | +7.4% | +22.3% |
| 6M | -14.8% | +38.9% | -53.7% | -16.7% |
| YTD | -5.4% | +14.4% | -19.9% | -6.5% |
| 1Y | -11.8% | +5.9% | -17.7% | -12.4% |
| 3Y | -36.7% | +58.8% | -95.4% | -38.8% |
| 5Y | -40.3% | +24.7% | -64.9% | -41.8% |
| 10Y | -37.0% | +163.1% | -200.1% | -42.0% |
| All | +601.8% | +8,838.9% | -8,237.0% | +375.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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