+732.7%
CLS vs GEN
+79.4%
+653.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.2% | +0.8% |
| 7D | -22.2% | +2.3% | -24.4% | -22.4% |
| 30D | -44.4% | +33.1% | -77.4% | -47.0% |
| 3M | -34.3% | +6.5% | -40.8% | -35.2% |
| 6M | -50.1% | +53.8% | -103.9% | -55.9% |
| YTD | -30.1% | +11.2% | -41.3% | -31.0% |
| 1Y | -39.3% | +19.4% | -58.7% | -42.0% |
| 3Y | +732.7% | +81.0% | +651.7% | +619.6% |
| All | +732.7% | +79.4% | +653.3% | +619.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling