+22.6%
CTSH vs GEN
+158.5%
-135.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.2% | -1.4% | -3.0% |
| 7D | -2.7% | -1.2% | -1.5% | -2.4% |
| 30D | +12.4% | +10.1% | +2.2% | +9.4% |
| 3M | +17.4% | +16.1% | +1.3% | +12.7% |
| 6M | -3.1% | +38.9% | -41.9% | -11.5% |
| YTD | -23.6% | +14.4% | -38.0% | -26.7% |
| 1Y | -10.8% | +5.9% | -16.7% | -12.9% |
| 3Y | -8.3% | +58.8% | -67.1% | -19.2% |
| 5Y | -11.3% | +24.7% | -36.0% | -19.0% |
| All | +22.6% | +158.5% | -135.9% | -8.4% |
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