+7.6%
CL vs RGEN
+37.7%
-30.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.4% |
| 7D | -1.4% | -0.9% | -0.5% | -1.4% |
| 30D | -5.2% | +2.8% | -8.0% | -5.1% |
| 3M | +3.3% | +34.5% | -31.2% | +4.3% |
| 6M | -4.4% | +40.5% | -44.8% | -3.2% |
| YTD | +13.9% | +2.8% | +11.1% | +11.3% |
| 1Y | +7.6% | +39.6% | -32.0% | +8.3% |
| All | +7.6% | +37.7% | -30.1% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RGEN 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling