+2,944.0%
CLS vs GEN
+150.2%
+2,793.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.7% | +8.4% | +6.2% |
| 7D | +12.8% | -0.7% | +13.5% | +12.9% |
| 30D | +3.8% | +2.6% | +1.2% | +3.2% |
| 3M | -14.6% | +15.8% | -30.4% | -17.6% |
| 6M | +32.2% | +33.1% | -0.9% | +23.4% |
| YTD | +11.6% | +11.3% | +0.3% | +8.1% |
| 1Y | +35.1% | +1.7% | +33.4% | +33.3% |
| 3Y | +1,312.5% | +58.1% | +1,254.4% | +1,165.9% |
| 5Y | +3,542.1% | +20.6% | +3,521.4% | +3,259.5% |
| 10Y | +2,944.0% | +149.0% | +2,795.0% | +2,384.7% |
| All | +2,944.0% | +150.2% | +2,793.8% | +2,384.7% |
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