+55.2%
BEN vs CPB
-45.7%
+100.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.5% |
| 7D | +4.7% | -8.2% | +12.9% | +6.1% |
| 30D | +2.6% | -5.6% | +8.2% | +3.4% |
| 3M | +11.5% | +3.0% | +8.5% | +10.4% |
| 6M | +35.3% | -12.7% | +48.0% | +37.9% |
| YTD | +48.6% | -18.0% | +66.6% | +52.9% |
| 1Y | +46.7% | -31.7% | +78.4% | +56.1% |
| 3Y | +57.0% | -41.0% | +98.0% | +69.9% |
| 5Y | +41.8% | -38.4% | +80.2% | +50.3% |
| 10Y | +55.2% | -45.0% | +100.2% | +69.5% |
| All | +55.2% | -45.7% | +100.9% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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