+827.6%
BEN vs CNI
+6,494.7%
-5,667.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.0% |
| 7D | +3.4% | +0.9% | +2.5% | +2.8% |
| 30D | +1.8% | -2.1% | +3.9% | +3.2% |
| 3M | +8.4% | +1.8% | +6.6% | +6.5% |
| 6M | +35.6% | +14.8% | +20.8% | +22.3% |
| YTD | +46.4% | +25.4% | +21.0% | +23.5% |
| 1Y | +46.3% | +32.9% | +13.4% | +18.3% |
| 3Y | +54.6% | +20.2% | +34.4% | +32.7% |
| 5Y | +39.4% | +12.2% | +27.2% | +24.8% |
| 10Y | +57.6% | +136.0% | -78.4% | -16.7% |
| All | +827.6% | +6,494.7% | -5,667.0% | -23.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling