+7,131.2%
CB vs GEN
+5,570.1%
+1,561.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.9% | -1.4% |
| 7D | +0.2% | +2.3% | -2.0% | 0.0% |
| 30D | +9.1% | +33.1% | -24.0% | +4.9% |
| 3M | +3.4% | +6.5% | -3.1% | +2.1% |
| 6M | +14.1% | +53.8% | -39.7% | +7.0% |
| YTD | +18.0% | +11.2% | +6.8% | +15.1% |
| 1Y | +30.1% | +19.4% | +10.7% | +25.7% |
| 3Y | +71.8% | +81.0% | -9.3% | +55.8% |
| 5Y | +101.8% | +33.4% | +68.4% | +88.2% |
| 10Y | +252.1% | +164.3% | +87.9% | +189.2% |
| All | +7,131.2% | +5,570.1% | +1,561.1% | +3,982.9% |
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 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