-24.0%
CG vs GEN
+14.8%
-38.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.3% | +0.3% |
| 7D | +0.2% | +2.0% | -1.9% | -0.4% |
| 30D | +11.2% | +27.7% | -16.5% | +3.0% |
| 3M | -22.1% | +3.3% | -25.3% | -22.8% |
| 6M | -17.9% | +31.8% | -49.7% | -26.0% |
| YTD | -31.3% | +13.5% | -44.8% | -32.0% |
| 1Y | -24.0% | +16.0% | -40.0% | -26.2% |
| All | -24.0% | +14.8% | -38.8% | -26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling