+1,914.6%
CLS vs GEN
+152.9%
+1,761.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.4% | -7.8% | -5.8% |
| 7D | +16.3% | +2.0% | +14.2% | +15.8% |
| 30D | -25.7% | +27.7% | -53.4% | -29.3% |
| 3M | -30.9% | +3.3% | -34.1% | -31.9% |
| 6M | -35.5% | +31.8% | -67.3% | -39.9% |
| YTD | -18.7% | +13.5% | -32.2% | -22.2% |
| 1Y | -17.9% | +16.0% | -33.9% | -21.9% |
| 3Y | +838.1% | +70.6% | +767.5% | +722.7% |
| 5Y | +1,971.9% | +32.1% | +1,939.8% | +1,766.6% |
| All | +1,914.6% | +152.9% | +1,761.7% | +1,500.9% |
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