+662.9%
CTAS vs GEN
+150.2%
+512.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.8% | +0.6% |
| 7D | 0.0% | -0.7% | +0.7% | +0.1% |
| 30D | -1.0% | +2.6% | -3.6% | -1.7% |
| 3M | +15.8% | +15.8% | 0.0% | +11.9% |
| 6M | -1.0% | +33.1% | -34.1% | -7.6% |
| YTD | +7.4% | +11.3% | -3.9% | +4.1% |
| 1Y | -0.1% | +1.7% | -1.8% | -1.3% |
| 3Y | +66.3% | +58.1% | +8.2% | +48.0% |
| 5Y | +111.0% | +20.6% | +90.3% | +95.2% |
| 10Y | +662.9% | +149.0% | +513.9% | +475.0% |
| All | +662.9% | +150.2% | +512.7% | +475.0% |
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 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