+568.0%
CF vs BEN
+62.2%
+505.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.7% | -4.0% | -0.8% |
| 7D | -3.2% | +6.6% | -9.8% | -5.5% |
| 30D | +4.3% | +3.8% | +0.5% | +2.5% |
| 3M | +2.8% | +0.2% | +2.6% | +2.0% |
| 6M | +0.6% | +10.4% | -9.8% | -4.3% |
| YTD | +56.6% | +46.2% | +10.5% | +32.2% |
| 1Y | +49.6% | +52.3% | -2.6% | +24.1% |
| 3Y | +61.5% | +65.9% | -4.4% | +24.0% |
| 5Y | +124.0% | +20.6% | +103.4% | +91.3% |
| All | +568.0% | +62.2% | +505.8% | +320.0% |
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