+101.0%
CB vs BEN
+39.3%
+61.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.4% | -2.5% |
| 7D | +0.5% | +0.2% | +0.3% | +0.4% |
| 30D | -3.1% | -0.5% | -2.6% | -3.1% |
| 3M | +9.0% | +9.7% | -0.8% | +7.1% |
| 6M | +2.9% | +33.9% | -31.1% | -2.6% |
| YTD | +10.1% | +49.0% | -38.9% | +2.2% |
| 1Y | +22.8% | +42.1% | -19.3% | +14.7% |
| 3Y | +73.8% | +51.9% | +21.9% | +57.6% |
| All | +101.0% | +39.3% | +61.7% | +80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling