+9.8%
CG vs EAT
+326.5%
-316.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.2% | -1.1% |
| 7D | -1.3% | -4.9% | +3.6% | +0.4% |
| 30D | -3.2% | -1.2% | -2.0% | -3.3% |
| 3M | +6.2% | +52.2% | -46.0% | -9.3% |
| 6M | -4.7% | +65.0% | -69.7% | -22.1% |
| YTD | -20.6% | +55.0% | -75.6% | -33.8% |
| 1Y | -26.4% | +42.1% | -68.4% | -37.3% |
| 3Y | +55.4% | +614.7% | -559.3% | -31.6% |
| 5Y | +9.8% | +322.7% | -312.9% | -48.8% |
| All | +9.8% | +326.5% | -316.6% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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