+4,701.6%
BEN vs CGNX
+12,871.6%
-8,170.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | -1.0% |
| 7D | -3.1% | +3.2% | -6.3% | -3.8% |
| 30D | +0.2% | +6.0% | -5.8% | -1.4% |
| 3M | +6.8% | +3.5% | +3.3% | +5.3% |
| 6M | +38.1% | +26.3% | +11.8% | +29.4% |
| YTD | +44.3% | +79.2% | -34.9% | +22.0% |
| 1Y | +42.6% | +43.8% | -1.2% | +26.1% |
| 3Y | +52.3% | +52.0% | +0.4% | +29.4% |
| 5Y | +37.6% | -24.0% | +61.7% | +35.6% |
| 10Y | +55.4% | +189.1% | -133.7% | +10.2% |
| All | +4,701.6% | +12,871.6% | -8,170.0% | +1,346.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling