+5,131.2%
BEN vs CPB
+355.6%
+4,775.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +1.6% |
| 7D | +12.1% | +2.9% | +9.3% | +11.0% |
| 30D | +13.4% | +17.6% | -4.2% | +7.1% |
| 3M | +9.4% | +2.0% | +7.3% | +7.7% |
| 6M | +19.3% | +11.6% | +7.6% | +13.1% |
| YTD | +57.3% | -13.8% | +71.0% | +61.7% |
| 1Y | +69.1% | -21.6% | +90.7% | +79.4% |
| 3Y | +85.6% | -35.8% | +121.4% | +106.5% |
| 5Y | +32.9% | -33.3% | +66.2% | +42.8% |
| 10Y | +58.3% | -39.4% | +97.7% | +66.1% |
| All | +5,131.2% | +355.6% | +4,775.6% | +2,364.1% |
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