+246.7%
CB vs GEN
+156.5%
+90.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | +0.1% |
| 7D | -1.0% | -0.8% | -0.2% | -0.9% |
| 30D | +7.3% | +31.2% | -23.9% | +3.9% |
| 3M | +7.0% | +6.1% | +1.0% | +5.9% |
| 6M | +16.3% | +38.1% | -21.8% | +11.5% |
| YTD | +19.7% | +14.4% | +5.4% | +17.0% |
| 1Y | +27.8% | +15.1% | +12.7% | +24.7% |
| 3Y | +72.0% | +68.5% | +3.5% | +59.5% |
| 5Y | +104.9% | +35.8% | +69.1% | +92.7% |
| 10Y | +246.7% | +155.4% | +91.4% | +197.0% |
| All | +246.7% | +156.5% | +90.2% | +197.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling