+562.3%
CEG vs GEN
+23.9%
+538.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.1% |
| 7D | +1.7% | +1.0% | +0.6% | +1.5% |
| 30D | -10.2% | +29.1% | -39.2% | -13.3% |
| 3M | -0.8% | +2.9% | -3.7% | -1.7% |
| 6M | -11.5% | +33.6% | -45.2% | -16.4% |
| YTD | -23.9% | +12.0% | -35.9% | -25.4% |
| 1Y | -25.4% | +16.2% | -41.6% | -27.6% |
| 3Y | +124.2% | +65.1% | +59.1% | +104.9% |
| All | +562.3% | +23.9% | +538.4% | +531.5% |
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