+478.9%
RGEN vs COO
+40.7%
+438.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.5% | +0.6% | +1.7% |
| 7D | +3.5% | +4.3% | -0.8% | +0.8% |
| 30D | +2.9% | +17.6% | -14.7% | -6.9% |
| 3M | +9.2% | -13.9% | +23.1% | +17.3% |
| 6M | +44.9% | +6.6% | +38.4% | +35.8% |
| YTD | +9.2% | -22.0% | +31.2% | +24.3% |
| 1Y | +25.3% | -8.8% | +34.1% | +29.3% |
| 3Y | +21.7% | -21.5% | +43.2% | +34.2% |
| 5Y | -34.5% | -41.0% | +6.5% | -16.3% |
| 10Y | +478.9% | +40.9% | +438.0% | +390.0% |
| All | +478.9% | +40.7% | +438.2% | +390.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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