+190,098.4%
CSCO vs GEN
+7,821.4%
+182,276.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.7% | -1.2% |
| 7D | -10.2% | +2.3% | -12.5% | -10.8% |
| 30D | -20.1% | +33.1% | -53.1% | -26.8% |
| 3M | -22.1% | +6.5% | -28.5% | -24.6% |
| 6M | +3.2% | +53.8% | -50.6% | -10.8% |
| YTD | +24.1% | +11.2% | +12.9% | +17.0% |
| 1Y | +34.6% | +19.4% | +15.2% | +24.1% |
| 3Y | +90.0% | +81.0% | +8.9% | +52.8% |
| 5Y | +88.6% | +33.4% | +55.1% | +61.6% |
| 10Y | +316.5% | +164.3% | +152.2% | +171.7% |
| All | +190,098.4% | +7,821.4% | +182,276.9% | +36,925.0% |
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