+5,294.5%
CF vs GEN
+294.8%
+4,999.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.1% | +6.5% |
| 7D | +0.4% | +8.5% | -8.1% | -2.2% |
| 30D | +2.2% | +34.2% | -32.0% | -7.4% |
| 3M | +2.1% | +10.0% | -7.8% | -2.2% |
| 6M | -6.5% | +56.8% | -63.3% | -21.4% |
| YTD | +55.6% | +14.2% | +41.3% | +43.6% |
| 1Y | +42.3% | +20.8% | +21.5% | +28.9% |
| 3Y | +55.7% | +84.1% | -28.3% | +18.0% |
| 5Y | +122.4% | +37.1% | +85.4% | +81.1% |
| 10Y | +568.5% | +171.5% | +397.1% | +271.1% |
| All | +5,294.5% | +294.8% | +4,999.8% | +1,807.8% |
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