-62.2%
CGEN price history and return analytics
+66.2%
-128.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.3% |
| 7D | -1.2% | +1.0% | -2.2% | -3.0% |
| 30D | +6.2% | -0.2% | +6.5% | +6.5% |
| 3M | +25.5% | +4.5% | +20.9% | +15.8% |
| 6M | +23.1% | +14.1% | +9.0% | -3.2% |
| YTD | +67.3% | +14.8% | +52.6% | +30.8% |
| 1Y | +76.6% | +21.2% | +55.4% | +25.4% |
| 3Y | +143.8% | +76.6% | +67.2% | -13.4% |
| 5Y | -62.2% | +66.6% | -128.8% | -84.8% |
| All | -62.2% | +66.2% | -128.4% | -84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling