+7,803.6%
CI vs GEN
+8,588.0%
-784.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.6% | 0.0% | -2.3% |
| 7D | -1.6% | +2.3% | -3.8% | -1.8% |
| 30D | +5.4% | +33.1% | -27.6% | +1.7% |
| 3M | +7.3% | +6.5% | +0.8% | +6.0% |
| 6M | +5.3% | +53.8% | -48.5% | -0.8% |
| YTD | +8.5% | +11.2% | -2.7% | +6.0% |
| 1Y | +17.1% | +19.4% | -2.3% | +13.5% |
| 3Y | +1.4% | +81.0% | -79.6% | -7.5% |
| 5Y | +50.5% | +33.4% | +17.0% | +41.2% |
| 10Y | +168.5% | +164.3% | +4.2% | +127.1% |
| All | +7,803.6% | +8,588.0% | -784.5% | +3,872.2% |
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