+149.7%
GEN vs CPB
-40.9%
+190.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.9% |
| 7D | +1.0% | +2.9% | -1.9% | +0.5% |
| 30D | +29.1% | +17.6% | +11.5% | +25.4% |
| 3M | +2.9% | +2.0% | +0.9% | +2.3% |
| 6M | +33.6% | +11.6% | +22.0% | +30.8% |
| YTD | +12.0% | -13.8% | +25.8% | +14.2% |
| 1Y | +16.2% | -21.6% | +37.7% | +20.1% |
| 3Y | +65.1% | -35.8% | +100.9% | +74.5% |
| 5Y | +33.3% | -33.3% | +66.6% | +39.3% |
| 10Y | +149.7% | -39.4% | +189.1% | +151.0% |
| All | +149.7% | -40.9% | +190.6% | +151.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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