+575.5%
CAG vs BEN
+5,152.6%
-4,577.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.2% |
| 7D | -3.3% | +6.8% | -10.1% | -4.5% |
| 30D | +7.7% | +18.0% | -10.3% | +4.5% |
| 3M | -3.2% | +7.5% | -10.6% | -4.6% |
| 6M | +7.0% | +14.7% | -7.7% | +4.0% |
| YTD | -9.0% | +56.1% | -65.1% | -16.3% |
| 1Y | -9.6% | +69.6% | -79.2% | -18.1% |
| 3Y | -36.0% | +87.7% | -123.7% | -44.0% |
| 5Y | -40.9% | +28.6% | -69.5% | -45.6% |
| 10Y | -37.3% | +59.8% | -97.1% | -46.7% |
| All | +575.5% | +5,152.6% | -4,577.1% | +159.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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