+3.2%
CSCO vs GEN
+52.9%
-49.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.7% | -1.9% |
| 7D | -10.2% | +2.3% | -12.5% | -10.1% |
| 30D | -20.1% | +33.1% | -53.1% | -20.5% |
| 3M | -22.1% | +6.5% | -28.5% | -21.5% |
| 6M | +3.2% | +53.8% | -50.6% | +1.8% |
| All | +3.2% | +52.9% | -49.7% | +1.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling