+246.7%
CB vs GEN
+151.0%
+95.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.5% |
| 7D | +0.7% | +1.0% | -0.3% | +0.6% |
| 30D | +8.2% | +29.1% | -20.9% | +5.0% |
| 3M | +6.3% | +2.9% | +3.4% | +5.6% |
| 6M | +16.2% | +33.6% | -17.4% | +11.8% |
| YTD | +19.3% | +12.0% | +7.3% | +16.9% |
| 1Y | +29.2% | +16.2% | +13.1% | +26.0% |
| 3Y | +71.4% | +65.1% | +6.4% | +59.3% |
| 5Y | +104.2% | +33.3% | +70.9% | +92.5% |
| 10Y | +246.7% | +149.7% | +97.0% | +197.8% |
| All | +246.7% | +151.0% | +95.7% | +197.8% |
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 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