+71.8%
CB vs GEN
+79.4%
-7.6%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.9% | -1.5% |
| 7D | +0.2% | +2.3% | -2.0% | 0.0% |
| 30D | +9.1% | +33.1% | -24.0% | +5.9% |
| 3M | +3.4% | +6.5% | -3.1% | +2.5% |
| 6M | +14.1% | +53.8% | -39.7% | +8.5% |
| YTD | +18.0% | +11.2% | +6.8% | +16.9% |
| 1Y | +30.1% | +19.4% | +10.7% | +27.5% |
| 3Y | +71.8% | +81.0% | -9.3% | +65.4% |
| All | +71.8% | +79.4% | -7.6% | +65.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling