+512.3%
COR vs GEN
+166.9%
+345.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.6% | +3.7% |
| 7D | +2.3% | -0.3% | +2.6% | +2.4% |
| 30D | +6.8% | +28.2% | -21.4% | +3.1% |
| 3M | +8.1% | +2.6% | +5.5% | +7.3% |
| 6M | +33.0% | +32.7% | +0.3% | +27.0% |
| YTD | +3.0% | +11.3% | -8.3% | +0.5% |
| 1Y | -3.4% | +17.9% | -21.4% | -6.6% |
| 3Y | +80.1% | +66.3% | +13.8% | +63.1% |
| 5Y | +194.7% | +31.7% | +163.0% | +173.2% |
| 10Y | +512.3% | +150.0% | +362.3% | +390.0% |
| All | +512.3% | +166.9% | +345.4% | +390.0% |
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