-70.5%
CBRS vs GEN
+33.5%
-104.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +4.0% | -10.1% | -5.3% |
| 7D | -18.4% | +26.9% | -45.3% | -14.7% |
| 30D | -49.4% | +38.6% | -88.1% | -45.6% |
| 3M | -59.6% | +9.7% | -69.3% | -59.0% |
| All | -70.5% | +33.5% | -104.0% | -69.1% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling