+308.6%
CFG vs BEN
+56.5%
+252.1%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | +2.7% | +4.7% | -2.0% | -0.7% |
| 30D | -3.7% | +2.6% | -6.3% | -5.6% |
| 3M | +9.5% | +11.5% | -2.0% | +0.8% |
| 6M | +22.2% | +35.3% | -13.1% | -3.1% |
| YTD | +22.3% | +48.6% | -26.3% | -9.5% |
| 1Y | +39.4% | +46.7% | -7.2% | +3.6% |
| 3Y | +188.5% | +57.0% | +131.5% | +98.5% |
| 5Y | +101.5% | +41.8% | +59.7% | +44.2% |
| 10Y | +308.6% | +55.2% | +253.4% | +145.7% |
| All | +308.6% | +56.5% | +252.1% | +145.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling