+5,070.6%
BEN vs CPB
+361.0%
+4,709.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.2% | +7.5% | +6.7% |
| 7D | +12.2% | +3.3% | +8.9% | +10.9% |
| 30D | +12.1% | +19.0% | -6.9% | +5.4% |
| 3M | +7.3% | +0.4% | +6.9% | +6.3% |
| 6M | +17.9% | +13.0% | +4.9% | +11.3% |
| YTD | +55.4% | -12.7% | +68.2% | +59.3% |
| 1Y | +69.3% | -20.9% | +90.2% | +79.2% |
| 3Y | +82.8% | -35.4% | +118.2% | +103.0% |
| 5Y | +28.8% | -32.3% | +61.1% | +37.6% |
| 10Y | +53.9% | -40.5% | +94.4% | +62.9% |
| All | +5,070.6% | +361.0% | +4,709.6% | +2,326.1% |
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