+7,262.2%
CB vs GEN
+5,724.3%
+1,537.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.3% | -0.6% |
| 7D | +2.6% | +8.5% | -5.9% | +1.5% |
| 30D | +11.2% | +34.2% | -23.0% | +6.9% |
| 3M | +5.7% | +10.0% | -4.2% | +4.0% |
| 6M | +15.9% | +56.8% | -40.9% | +8.5% |
| YTD | +20.2% | +14.2% | +5.9% | +16.8% |
| 1Y | +32.4% | +20.8% | +11.6% | +27.7% |
| 3Y | +75.5% | +84.1% | -8.6% | +58.8% |
| 5Y | +105.5% | +37.1% | +68.4% | +91.0% |
| 10Y | +258.5% | +171.5% | +87.0% | +193.4% |
| All | +7,262.2% | +5,724.3% | +1,537.9% | +4,042.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling