+1.9%
CGEN price history and return analytics
+357.6%
-355.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.6% | +6.6% | +6.6% |
| 7D | +8.1% | +0.4% | +7.7% | +7.9% |
| 30D | +0.5% | -2.6% | +3.1% | +3.6% |
| 3M | -11.2% | -3.2% | -8.0% | -7.9% |
| 6M | -26.2% | +0.9% | -27.2% | -26.4% |
| YTD | +39.9% | +11.3% | +28.6% | +27.1% |
| 1Y | +32.1% | +14.0% | +18.1% | +17.2% |
| 3Y | +256.7% | +75.8% | +180.8% | +113.7% |
| 5Y | -66.7% | +57.8% | -124.6% | -77.0% |
| 10Y | -65.8% | +219.8% | -285.6% | -85.2% |
| All | +1.9% | +357.6% | -355.7% | -57.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling