+52.4%
BEN vs CNI
+18.7%
+33.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -1.0% |
| 7D | +0.3% | -1.1% | +1.4% | +0.9% |
| 30D | +0.9% | -3.5% | +4.4% | +2.9% |
| 3M | +9.2% | +2.2% | +7.0% | +7.3% |
| 6M | +36.8% | +15.1% | +21.7% | +24.7% |
| YTD | +44.4% | +24.7% | +19.7% | +24.4% |
| 1Y | +45.8% | +33.4% | +12.5% | +19.7% |
| All | +52.4% | +18.7% | +33.7% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 3y: compounded portfolio wealth divided by compounded CNI 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…
3y analysis · Full analysis span regression · 6 months rolling