+4,981.1%
CF vs GEN
+298.5%
+4,682.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.0% | -8.4% | -5.6% |
| 7D | -6.9% | +26.9% | -33.7% | -14.0% |
| 30D | -3.7% | +38.6% | -42.4% | -13.7% |
| 3M | -5.0% | +9.7% | -14.7% | -8.9% |
| 6M | -10.5% | +58.9% | -69.4% | -25.0% |
| YTD | +46.5% | +15.3% | +31.2% | +34.9% |
| 1Y | +34.8% | +21.8% | +13.0% | +21.8% |
| 3Y | +46.7% | +85.8% | -39.1% | +10.8% |
| 5Y | +112.0% | +37.4% | +74.6% | +72.6% |
| 10Y | +529.7% | +174.0% | +355.7% | +248.6% |
| All | +4,981.1% | +298.5% | +4,682.6% | +1,692.1% |
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