+280.5%
CG vs GEN
+412.9%
-132.4%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +2.0% | +0.2% |
| 7D | -1.2% | +2.3% | -3.5% | -1.9% |
| 30D | +5.0% | +33.1% | -28.0% | -5.0% |
| 3M | -18.2% | +6.5% | -24.7% | -20.7% |
| 6M | -20.7% | +53.8% | -74.5% | -33.0% |
| YTD | -31.4% | +11.2% | -42.6% | -35.3% |
| 1Y | -22.3% | +19.4% | -41.6% | -28.4% |
| 3Y | +50.2% | +81.0% | -30.9% | +20.9% |
| 5Y | -22.1% | +33.4% | -55.5% | -32.1% |
| 10Y | +295.5% | +164.3% | +131.2% | +164.6% |
| All | +280.5% | +412.9% | -132.4% | +111.2% |
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 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