+71.8%
CB vs BEN
+63.5%
+8.2%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.7% | -6.5% | -2.2% |
| 7D | +0.2% | +6.6% | -6.4% | -0.3% |
| 30D | +9.1% | +3.8% | +5.2% | +8.7% |
| 3M | +3.4% | +0.2% | +3.2% | +3.3% |
| 6M | +14.1% | +10.4% | +3.6% | +12.8% |
| YTD | +18.0% | +46.2% | -28.2% | +13.1% |
| 1Y | +30.1% | +52.3% | -22.1% | +24.2% |
| 3Y | +71.8% | +65.9% | +5.8% | +62.0% |
| All | +71.8% | +63.5% | +8.2% | +62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling