+3.4%
CNC vs GEN
+20.0%
-16.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -4.9% | -2.9% | -2.0% | -4.4% |
| 30D | -3.8% | +2.1% | -5.8% | -4.1% |
| 3M | -3.2% | +19.7% | -23.0% | -6.2% |
| 6M | +47.9% | +33.3% | +14.6% | +40.5% |
| YTD | +55.7% | +11.1% | +44.6% | +52.5% |
| 1Y | +106.2% | +3.0% | +103.2% | +105.0% |
| 3Y | -2.1% | +57.9% | -59.9% | -11.3% |
| 5Y | +3.4% | +20.6% | -17.2% | -3.9% |
| All | +3.4% | +20.0% | -16.6% | -3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling