+35.8%
BEN vs CNI
+12.6%
+23.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.6% |
| 7D | -3.1% | -0.4% | -2.7% | -2.9% |
| 30D | +0.2% | -2.7% | +2.9% | +2.0% |
| 3M | +6.8% | +3.9% | +2.9% | +3.6% |
| 6M | +38.1% | +16.4% | +21.7% | +23.3% |
| YTD | +44.3% | +25.8% | +18.5% | +21.2% |
| 1Y | +42.6% | +32.4% | +10.2% | +14.9% |
| 3Y | +52.3% | +19.1% | +33.2% | +30.3% |
| All | +35.8% | +12.6% | +23.1% | +13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling