+17,590.3%
COR vs GEN
+2,909.3%
+14,681.0%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -1.5% |
| 7D | +0.8% | +2.3% | -1.4% | +0.6% |
| 30D | +5.1% | +33.1% | -27.9% | +2.1% |
| 3M | +2.8% | +6.5% | -3.7% | +1.9% |
| 6M | +32.5% | +53.8% | -21.3% | +26.3% |
| YTD | -0.7% | +11.2% | -11.9% | -2.5% |
| 1Y | -6.7% | +19.4% | -26.1% | -9.1% |
| 3Y | +73.7% | +81.0% | -7.3% | +61.0% |
| 5Y | +177.9% | +33.4% | +144.4% | +163.3% |
| 10Y | +533.8% | +164.3% | +369.5% | +449.4% |
| All | +17,590.3% | +2,909.3% | +14,681.0% | +12,183.5% |
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