+2,029.3%
CLS vs GEN
+147.0%
+1,882.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -3.1% | +7.7% | +5.1% |
| 7D | +23.5% | -3.0% | +26.5% | +24.1% |
| 30D | -28.9% | +24.7% | -53.6% | -32.1% |
| 3M | -25.2% | +4.1% | -29.3% | -26.5% |
| 6M | -32.1% | +36.0% | -68.1% | -37.2% |
| YTD | -14.1% | +10.9% | -24.9% | -17.4% |
| 1Y | -24.1% | +12.2% | -36.2% | -27.3% |
| 3Y | +897.0% | +63.3% | +833.7% | +781.4% |
| 5Y | +2,089.9% | +29.0% | +2,060.9% | +1,881.3% |
| All | +2,029.3% | +147.0% | +1,882.3% | +1,599.3% |
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