+6,646.7%
CB vs GEN
+5,733.8%
+912.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -4.4% |
| 3M | +9.0% | +16.1% | -7.1% | +6.7% |
| 6M | +2.9% | +38.9% | -36.0% | -2.0% |
| YTD | +10.1% | +14.4% | -4.3% | +7.4% |
| 1Y | +22.8% | +5.9% | +16.9% | +20.9% |
| 3Y | +73.8% | +58.8% | +15.0% | +60.8% |
| 5Y | +99.2% | +24.7% | +74.5% | +88.1% |
| 10Y | +218.2% | +163.1% | +55.1% | +162.4% |
| All | +6,646.7% | +5,733.8% | +912.9% | +3,710.4% |
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 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