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  • GEV vs CL✓SelectedUSD · CLGEV vs CL performance historyLatest closeAs of+3.12%09/08
Stock and ETF performance explorer

GEV vs CL

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+643.2%
CL return
+4.5%
Excess return
+638.6%
Maximum drawdown
-38.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioCLExcessAlpha
1D+3.1%-0.4%+3.5%+2.9%
7D+8.1%-1.4%+9.5%+7.4%
30D-1.9%-5.2%+3.3%-4.3%
3M+4.1%+3.3%+0.8%+5.8%
6M+23.2%-4.4%+27.6%+21.4%
YTD+48.9%+13.9%+35.0%+60.5%
1Y+62.2%+7.6%+54.6%+70.9%
All+643.2%+4.5%+638.6%+679.0%

Cumulative growth

Daily Returns

Daily percentage return beside CL.

Daily Out/Under-Performance

Portfolio return minus CL return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × CL 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 3y: compounded portfolio wealth divided by compounded CL 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…

3y analysis · Full analysis span regression · 6 months rolling