+342.9%
CCJ vs BEN
+40.0%
+303.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -0.9% |
| 7D | +4.2% | +3.4% | +0.8% | +2.8% |
| 30D | +3.2% | +1.8% | +1.4% | +2.5% |
| 3M | -1.8% | +8.4% | -10.2% | -4.9% |
| 6M | -13.5% | +35.6% | -49.2% | -23.7% |
| YTD | +9.7% | +46.4% | -36.6% | -6.3% |
| 1Y | +30.0% | +46.3% | -16.3% | +10.6% |
| 3Y | +172.6% | +54.6% | +118.0% | +117.8% |
| 5Y | +342.9% | +39.4% | +303.6% | +277.2% |
| All | +342.9% | +40.0% | +303.0% | +277.2% |
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 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