+26.3%
CL vs GEN
+18.5%
+7.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.3% |
| 7D | -0.8% | -0.8% | 0.0% | -0.7% |
| 30D | +9.5% | +31.2% | -21.7% | +7.4% |
| 3M | +6.8% | +6.1% | +0.7% | +6.1% |
| 6M | +14.3% | +38.1% | -23.8% | +12.3% |
| YTD | +27.0% | +14.4% | +12.6% | +30.8% |
| 1Y | +26.3% | +15.1% | +11.1% | +29.6% |
| All | +26.3% | +18.5% | +7.8% | +29.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling