+305.5%
CG vs GEN
+413.1%
-107.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.5% | +6.6% |
| 7D | +3.0% | -0.3% | +3.3% | +3.2% |
| 30D | +10.1% | +28.2% | -18.0% | +0.9% |
| 3M | -10.8% | +2.6% | -13.4% | -12.4% |
| 6M | -15.2% | +32.7% | -47.9% | -24.4% |
| YTD | -26.9% | +11.3% | -38.2% | -31.1% |
| 1Y | -17.0% | +17.9% | -35.0% | -23.3% |
| 3Y | +54.6% | +66.3% | -11.7% | +27.9% |
| 5Y | -16.7% | +31.7% | -48.4% | -27.2% |
| 10Y | +320.1% | +150.0% | +170.1% | +186.3% |
| All | +305.5% | +413.1% | -107.6% | +125.1% |
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