+35.1%
CLS vs GEN
+2.7%
+32.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.7% | +8.4% | +5.5% |
| 7D | +12.8% | -0.7% | +13.5% | +12.8% |
| 30D | +3.8% | +2.6% | +1.2% | +4.1% |
| 3M | -14.6% | +15.8% | -30.4% | -13.3% |
| 6M | +32.2% | +33.1% | -0.9% | +35.3% |
| YTD | +11.6% | +11.3% | +0.3% | +11.4% |
| 1Y | +35.1% | +1.7% | +33.4% | +25.9% |
| All | +35.1% | +2.7% | +32.3% | +25.9% |
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 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