+76.3%
CL vs GEN
+166.9%
-90.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +0.5% | -0.3% | +0.8% | +0.6% |
| 30D | +11.6% | +28.2% | -16.6% | +9.0% |
| 3M | +5.6% | +2.6% | +3.0% | +5.1% |
| 6M | +13.2% | +32.7% | -19.5% | +9.8% |
| YTD | +26.9% | +11.3% | +15.7% | +24.9% |
| 1Y | +27.3% | +17.9% | +9.4% | +24.6% |
| 3Y | +39.7% | +66.3% | -26.6% | +31.8% |
| 5Y | +41.3% | +31.7% | +9.6% | +35.1% |
| 10Y | +76.3% | +150.0% | -73.7% | +53.1% |
| All | +76.3% | +166.9% | -90.6% | +53.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling