+493.6%
COR vs GEN
+156.5%
+337.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.7% | +0.1% |
| 7D | -1.2% | -0.8% | -0.3% | -1.0% |
| 30D | +7.6% | +31.2% | -23.6% | +3.6% |
| 3M | +5.0% | +6.1% | -1.1% | +3.7% |
| 6M | +35.3% | +38.1% | -2.8% | +28.5% |
| YTD | +4.2% | +14.4% | -10.2% | +1.3% |
| 1Y | -3.4% | +15.1% | -18.6% | -6.3% |
| 3Y | +81.1% | +68.5% | +12.6% | +63.8% |
| 5Y | +195.8% | +35.8% | +160.0% | +173.0% |
| 10Y | +493.6% | +155.4% | +338.2% | +377.8% |
| All | +493.6% | +156.5% | +337.1% | +377.8% |
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