+250.7%
CP vs GEN
+151.0%
+99.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | +2.8% | +1.0% | +1.8% | +2.6% |
| 30D | +11.0% | +29.1% | -18.0% | +5.7% |
| 3M | +3.8% | +2.9% | +0.9% | +2.7% |
| 6M | +9.5% | +33.6% | -24.1% | +2.6% |
| YTD | +28.2% | +12.0% | +16.2% | +23.8% |
| 1Y | +33.0% | +16.2% | +16.8% | +27.4% |
| 3Y | +35.5% | +65.1% | -29.5% | +19.6% |
| 5Y | +25.8% | +33.3% | -7.5% | +13.6% |
| 10Y | +250.7% | +149.7% | +101.1% | +161.8% |
| All | +250.7% | +151.0% | +99.8% | +161.8% |
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