+22.5%
CTSH vs RGEN
+406.9%
-384.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.6% | -4.4% | -3.9% |
| 7D | -5.5% | -0.9% | -4.6% | -5.3% |
| 30D | +4.5% | +2.8% | +1.7% | +3.9% |
| 3M | +13.7% | +34.5% | -20.7% | +6.8% |
| 6M | -8.4% | +40.5% | -48.9% | -15.2% |
| YTD | -26.5% | +2.8% | -29.3% | -27.7% |
| 1Y | -13.9% | +39.6% | -53.6% | -20.7% |
| 3Y | -11.3% | +4.4% | -15.7% | -17.3% |
| 5Y | -14.8% | -42.8% | +27.9% | -14.5% |
| 10Y | +22.5% | +406.7% | -384.2% | -18.7% |
| All | +22.5% | +406.9% | -384.3% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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