+487.0%
CF vs BEN
+70.4%
+416.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.3% | -6.4% | -2.1% |
| 7D | -0.9% | +12.2% | -13.1% | -4.8% |
| 30D | +6.9% | +12.1% | -5.2% | +2.5% |
| 3M | +4.8% | +7.3% | -2.5% | +1.7% |
| 6M | +4.7% | +17.9% | -13.2% | -2.4% |
| YTD | +56.5% | +55.4% | +1.0% | +29.7% |
| 1Y | +48.4% | +69.3% | -20.9% | +18.9% |
| 3Y | +59.1% | +82.8% | -23.7% | +18.3% |
| 5Y | +109.5% | +28.8% | +80.7% | +75.4% |
| 10Y | +487.0% | +53.9% | +433.1% | +286.5% |
| All | +487.0% | +70.4% | +416.5% | +286.5% |
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