+7,131.2%
CB vs BEN
+1,710.7%
+5,420.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.7% | -6.5% | -3.6% |
| 7D | +0.2% | +6.6% | -6.4% | -2.3% |
| 30D | +9.1% | +3.8% | +5.2% | +7.2% |
| 3M | +3.4% | +0.2% | +3.2% | +2.9% |
| 6M | +14.1% | +10.4% | +3.6% | +8.7% |
| YTD | +18.0% | +46.2% | -28.2% | +0.2% |
| 1Y | +30.1% | +52.3% | -22.1% | +8.5% |
| 3Y | +71.8% | +65.9% | +5.8% | +32.6% |
| 5Y | +101.8% | +20.6% | +81.3% | +70.8% |
| 10Y | +252.1% | +64.8% | +187.4% | +141.8% |
| All | +7,131.2% | +1,710.7% | +5,420.5% | +2,132.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling