+51.8%
BEN vs CGNX
+193.6%
-141.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | -1.4% |
| 7D | -3.1% | +3.2% | -6.3% | -4.2% |
| 30D | +0.2% | +6.0% | -5.8% | -2.1% |
| 3M | +6.8% | +3.5% | +3.3% | +4.5% |
| 6M | +38.1% | +26.3% | +11.8% | +25.2% |
| YTD | +44.3% | +79.2% | -34.9% | +11.4% |
| 1Y | +42.6% | +43.8% | -1.2% | +18.0% |
| 3Y | +52.3% | +52.0% | +0.4% | +16.4% |
| 5Y | +37.6% | -24.0% | +61.7% | +34.5% |
| All | +51.8% | +193.6% | -141.8% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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