+10,197.9%
CRS vs GEN
+8,838.9%
+1,359.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.8% | +2.1% |
| 7D | -0.2% | -1.2% | +1.0% | -0.1% |
| 30D | -16.6% | +10.1% | -26.8% | -18.1% |
| 3M | -3.5% | +16.1% | -19.6% | -6.3% |
| 6M | +15.4% | +38.9% | -23.4% | +8.0% |
| YTD | +51.2% | +14.4% | +36.8% | +45.9% |
| 1Y | +98.3% | +5.9% | +92.4% | +93.8% |
| 3Y | +651.5% | +58.8% | +592.8% | +579.6% |
| 5Y | +1,411.1% | +24.7% | +1,386.5% | +1,315.0% |
| 10Y | +1,424.3% | +163.1% | +1,261.3% | +1,125.1% |
| All | +10,197.9% | +8,838.9% | +1,359.0% | +5,485.5% |
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