+593.1%
CEG vs GEN
+25.5%
+567.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -1.1% |
| 7D | +12.1% | +2.0% | +10.1% | +11.8% |
| 30D | +0.2% | +27.7% | -27.5% | -3.1% |
| 3M | +0.7% | +3.3% | -2.5% | -0.2% |
| 6M | +2.2% | +31.8% | -29.6% | -3.0% |
| YTD | -20.3% | +13.5% | -33.8% | -22.1% |
| 1Y | -16.1% | +16.0% | -32.1% | -18.5% |
| 3Y | +134.7% | +70.6% | +64.1% | +113.5% |
| All | +593.1% | +25.5% | +567.6% | +559.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling