+243.0%
CB vs GEN
+166.9%
+76.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.4% |
| 7D | -1.5% | -0.3% | -1.2% | -1.5% |
| 30D | +6.5% | +28.2% | -21.7% | +3.4% |
| 3M | +4.1% | +2.6% | +1.5% | +3.4% |
| 6M | +14.4% | +32.7% | -18.3% | +10.1% |
| YTD | +17.5% | +11.3% | +6.2% | +15.2% |
| 1Y | +27.5% | +17.9% | +9.6% | +24.1% |
| 3Y | +71.6% | +66.3% | +5.3% | +59.3% |
| 5Y | +100.6% | +31.7% | +68.9% | +89.3% |
| 10Y | +243.0% | +150.0% | +93.0% | +194.5% |
| All | +243.0% | +166.9% | +76.1% | +194.5% |
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