+223.5%
CB vs BEN
+53.7%
+169.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.7% |
| 7D | -0.5% | +3.4% | -3.9% | -1.5% |
| 30D | -3.1% | +1.8% | -4.9% | -3.6% |
| 3M | +4.2% | +8.4% | -4.2% | +1.3% |
| 6M | +4.7% | +35.6% | -30.9% | -5.3% |
| YTD | +8.8% | +46.4% | -37.5% | -4.1% |
| 1Y | +22.6% | +46.3% | -23.7% | +7.8% |
| 3Y | +70.6% | +54.6% | +16.0% | +42.6% |
| 5Y | +99.4% | +39.4% | +60.1% | +66.4% |
| 10Y | +223.5% | +57.6% | +165.9% | +131.0% |
| All | +223.5% | +53.7% | +169.8% | +131.0% |
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