+248.2%
CB vs BEN
+62.2%
+186.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.7% | -6.5% | -3.1% |
| 7D | +0.2% | +6.6% | -6.4% | -1.7% |
| 30D | +9.1% | +3.8% | +5.2% | +7.7% |
| 3M | +3.4% | +0.2% | +3.2% | +3.1% |
| 6M | +14.1% | +10.4% | +3.6% | +9.9% |
| YTD | +18.0% | +46.2% | -28.2% | +3.8% |
| 1Y | +30.1% | +52.3% | -22.1% | +12.9% |
| 3Y | +71.8% | +65.9% | +5.8% | +39.9% |
| 5Y | +101.8% | +20.6% | +81.3% | +79.4% |
| All | +248.2% | +62.2% | +186.0% | +151.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling