+17,451.9%
COR vs GEN
+2,996.1%
+14,455.7%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.6% |
| 7D | +2.8% | -1.2% | +4.0% | +2.9% |
| 30D | +4.5% | +10.1% | -5.6% | +3.5% |
| 3M | +22.7% | +16.1% | +6.6% | +20.7% |
| 6M | -9.7% | +38.9% | -48.6% | -13.0% |
| YTD | -1.4% | +14.4% | -15.9% | -3.3% |
| 1Y | +13.9% | +5.9% | +8.1% | +12.6% |
| 3Y | +94.0% | +58.8% | +35.2% | +82.6% |
| 5Y | +184.0% | +24.7% | +159.4% | +171.7% |
| 10Y | +406.8% | +163.1% | +243.7% | +340.5% |
| All | +17,451.9% | +2,996.1% | +14,455.7% | +12,084.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling