-22.2%
CG vs SOLS
+20.3%
-42.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -3.8% |
| 7D | -6.4% | +3.7% | -10.1% | -6.8% |
| 30D | -7.1% | +5.0% | -12.1% | -7.6% |
| 3M | -1.6% | -21.1% | +19.5% | +0.2% |
| 6M | -8.3% | -14.2% | +5.8% | -8.0% |
| YTD | -23.8% | +30.6% | -54.4% | -28.5% |
| All | -22.2% | +20.3% | -42.5% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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