+4,855.7%
BEN vs CPB
+325.7%
+4,530.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.4% | +6.9% | +4.7% |
| 7D | +0.2% | -8.6% | +8.8% | +3.1% |
| 30D | -0.5% | -7.2% | +6.7% | +1.7% |
| 3M | +9.7% | +0.9% | +8.8% | +8.3% |
| 6M | +33.9% | -11.8% | +45.7% | +37.8% |
| YTD | +49.0% | -19.4% | +68.4% | +57.6% |
| 1Y | +42.1% | -30.4% | +72.5% | +57.3% |
| 3Y | +51.9% | -40.2% | +92.0% | +73.5% |
| 5Y | +39.0% | -39.5% | +78.5% | +55.3% |
| 10Y | +57.9% | -47.4% | +105.2% | +75.3% |
| All | +4,855.7% | +325.7% | +4,530.0% | +2,300.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling