+220,352.3%
CSCO vs GEN
+8,050.1%
+212,302.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.2% |
| 7D | -0.7% | -1.2% | +0.5% | -0.4% |
| 30D | -10.1% | +10.1% | -20.3% | -12.8% |
| 3M | -15.7% | +16.1% | -31.8% | -19.7% |
| 6M | +36.3% | +38.9% | -2.6% | +22.3% |
| YTD | +43.8% | +14.4% | +29.4% | +36.1% |
| 1Y | +63.9% | +5.9% | +58.1% | +58.4% |
| 3Y | +104.4% | +58.8% | +45.6% | +72.5% |
| 5Y | +111.4% | +24.7% | +86.7% | +86.9% |
| 10Y | +361.7% | +163.1% | +198.6% | +205.0% |
| All | +220,352.3% | +8,050.1% | +212,302.2% | +42,999.8% |
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 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