+97.5%
CNC vs GEN
+14.8%
+82.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.4% | -1.0% | +1.0% |
| 7D | +2.2% | +2.0% | +0.1% | +1.8% |
| 30D | +1.6% | +27.7% | -26.1% | -1.8% |
| 3M | +7.9% | +3.3% | +4.7% | +7.4% |
| 6M | +21.2% | +31.8% | -10.6% | +18.2% |
| YTD | +73.2% | +13.5% | +59.7% | +82.4% |
| 1Y | +97.5% | +16.0% | +81.4% | +105.9% |
| All | +97.5% | +14.8% | +82.6% | +105.9% |
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