+61.7%
CF vs BEN
+42.6%
+19.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.5% | -6.8% | -1.8% |
| 7D | +6.0% | +0.2% | +5.8% | +6.3% |
| 30D | +14.8% | -0.5% | +15.4% | +14.9% |
| 3M | +14.1% | +9.7% | +4.3% | +18.9% |
| 6M | +28.5% | +33.9% | -5.4% | +50.1% |
| YTD | +74.9% | +49.0% | +26.0% | +101.8% |
| 1Y | +61.7% | +42.1% | +19.6% | +85.3% |
| All | +61.7% | +42.6% | +19.1% | +85.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling