+308.5%
CSCO vs GEN
+152.9%
+155.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +2.4% | -8.6% | -6.7% |
| 7D | +1.9% | +2.0% | -0.1% | +1.4% |
| 30D | -15.8% | +27.7% | -43.6% | -20.6% |
| 3M | -15.4% | +3.3% | -18.6% | -16.7% |
| 6M | -5.4% | +31.8% | -37.2% | -12.5% |
| YTD | +26.5% | +13.5% | +13.0% | +20.5% |
| 1Y | +25.9% | +16.0% | +9.8% | +19.3% |
| 3Y | +97.5% | +70.6% | +27.0% | +68.8% |
| 5Y | +93.0% | +32.1% | +60.9% | +72.0% |
| All | +308.5% | +152.9% | +155.6% | +189.6% |
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