+57.8%
BEN vs CLBK
+60.9%
-3.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +1.0% | +0.7% |
| 7D | +6.8% | +0.9% | +5.9% | +6.3% |
| 30D | +18.0% | +3.4% | +14.6% | +15.9% |
| 3M | +7.5% | -4.3% | +11.7% | +9.8% |
| 6M | +14.7% | +28.4% | -13.6% | -0.5% |
| YTD | +56.1% | +59.4% | -3.3% | +20.2% |
| 1Y | +69.6% | +64.8% | +4.8% | +28.0% |
| 3Y | +87.7% | +50.6% | +37.1% | +43.1% |
| 5Y | +28.6% | +28.3% | +0.4% | +0.2% |
| All | +57.8% | +60.9% | -3.1% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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