+243.0%
CB vs BEN
+70.4%
+172.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.3% | -6.8% | -2.3% |
| 7D | -1.5% | +12.2% | -13.7% | -4.9% |
| 30D | +6.5% | +12.1% | -5.6% | +2.8% |
| 3M | +4.1% | +7.3% | -3.2% | +1.6% |
| 6M | +14.4% | +17.9% | -3.5% | +8.1% |
| YTD | +17.5% | +55.4% | -37.9% | +1.3% |
| 1Y | +27.5% | +69.3% | -41.8% | +6.9% |
| 3Y | +71.6% | +82.8% | -11.2% | +35.0% |
| 5Y | +100.6% | +28.8% | +71.8% | +74.5% |
| 10Y | +243.0% | +53.9% | +189.1% | +142.9% |
| All | +243.0% | +70.4% | +172.5% | +142.9% |
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