+639.7%
CEG vs GEN
+23.0%
+616.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.8% | +0.4% |
| 7D | +6.7% | -0.7% | +7.4% | +6.7% |
| 30D | +11.0% | +2.6% | +8.3% | +10.4% |
| 3M | +19.5% | +15.8% | +3.7% | +16.6% |
| 6M | -5.9% | +33.1% | -39.0% | -10.7% |
| YTD | -15.0% | +11.3% | -26.3% | -16.3% |
| 1Y | +0.6% | +1.7% | -1.0% | +1.0% |
| 3Y | +180.6% | +58.1% | +122.5% | +159.1% |
| All | +639.7% | +23.0% | +616.6% | +608.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling