+692.8%
BEN vs CRL
+1,673.3%
-980.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +1.9% |
| 7D | +12.1% | -1.7% | +13.9% | +12.6% |
| 30D | +13.4% | +14.6% | -1.2% | +7.7% |
| 3M | +9.4% | +24.8% | -15.5% | +0.5% |
| 6M | +19.3% | +94.7% | -75.4% | -7.5% |
| YTD | +57.3% | +73.4% | -16.1% | +25.6% |
| 1Y | +69.1% | +104.7% | -35.5% | +27.2% |
| 3Y | +85.6% | +101.1% | -15.4% | +31.9% |
| 5Y | +32.9% | -10.8% | +43.7% | +22.3% |
| 10Y | +58.3% | +358.8% | -300.5% | -22.5% |
| All | +692.8% | +1,673.3% | -980.5% | +189.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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