+568.0%
CF vs GEN
+157.3%
+410.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +1.1% |
| 7D | -3.2% | +2.3% | -5.4% | -3.6% |
| 30D | +4.3% | +33.1% | -28.7% | -1.2% |
| 3M | +2.8% | +6.5% | -3.7% | +1.0% |
| 6M | +0.6% | +53.8% | -53.2% | -8.7% |
| YTD | +56.6% | +11.2% | +45.4% | +51.4% |
| 1Y | +49.6% | +19.4% | +30.2% | +42.3% |
| 3Y | +61.5% | +81.0% | -19.5% | +37.1% |
| 5Y | +124.0% | +33.4% | +90.5% | +100.1% |
| All | +568.0% | +157.3% | +410.7% | +363.8% |
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 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