+639.5%
CEG vs GEN
+26.5%
+613.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.2% | +7.1% | +5.2% |
| 7D | +8.0% | -1.2% | +9.2% | +8.2% |
| 30D | +12.9% | +10.1% | +2.8% | +11.3% |
| 3M | +13.2% | +16.1% | -2.9% | +10.5% |
| 6M | -7.0% | +38.9% | -45.8% | -12.4% |
| YTD | -15.0% | +14.4% | -29.4% | -16.7% |
| 1Y | -2.7% | +5.9% | -8.6% | -3.1% |
| 3Y | +184.1% | +58.8% | +125.3% | +162.3% |
| All | +639.5% | +26.5% | +613.0% | +605.8% |
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