+470.7%
CF vs BEN
+58.0%
+412.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.8% |
| 7D | +5.4% | +11.3% | -6.0% | +1.7% |
| 30D | +6.5% | +15.0% | -8.5% | +1.3% |
| 3M | +4.6% | +7.8% | -3.2% | +1.3% |
| 6M | -3.3% | +15.5% | -18.8% | -9.3% |
| YTD | +63.9% | +55.4% | +8.5% | +35.8% |
| 1Y | +50.4% | +63.3% | -12.8% | +22.2% |
| 3Y | +68.2% | +83.4% | -15.2% | +24.7% |
| 5Y | +113.8% | +28.1% | +85.8% | +79.5% |
| All | +470.7% | +58.0% | +412.6% | +262.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling