+101.0%
CB vs GEN
+24.6%
+76.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.6% |
| 7D | +0.5% | -1.2% | +1.7% | +0.6% |
| 30D | -3.1% | +10.1% | -13.2% | -4.3% |
| 3M | +9.0% | +16.1% | -7.1% | +6.8% |
| 6M | +2.9% | +38.9% | -36.0% | -1.6% |
| YTD | +10.1% | +14.4% | -4.3% | +8.1% |
| 1Y | +22.8% | +5.9% | +16.9% | +21.9% |
| 3Y | +73.8% | +58.8% | +15.0% | +62.1% |
| All | +101.0% | +24.6% | +76.4% | +91.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling