+6,646.7%
CB vs BEN
+1,745.6%
+4,901.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.4% | -3.2% |
| 7D | +0.5% | +0.2% | +0.3% | +0.3% |
| 30D | -3.1% | -0.5% | -2.6% | -3.0% |
| 3M | +9.0% | +9.7% | -0.8% | +4.6% |
| 6M | +2.9% | +33.9% | -31.1% | -9.1% |
| YTD | +10.1% | +49.0% | -38.9% | -6.9% |
| 1Y | +22.8% | +42.1% | -19.3% | +5.3% |
| 3Y | +73.8% | +51.9% | +21.9% | +39.2% |
| 5Y | +99.2% | +39.0% | +60.1% | +58.3% |
| 10Y | +218.2% | +57.9% | +160.4% | +122.8% |
| All | +6,646.7% | +1,745.6% | +4,901.1% | +1,974.2% |
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