+5.5%
CG vs BEN
+40.0%
-34.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -2.8% |
| 7D | -6.4% | +3.4% | -9.8% | -8.9% |
| 30D | -7.1% | +1.8% | -8.8% | -8.4% |
| 3M | -1.6% | +8.4% | -10.0% | -7.6% |
| 6M | -8.3% | +35.6% | -44.0% | -28.4% |
| YTD | -23.8% | +46.4% | -70.2% | -43.8% |
| 1Y | -28.7% | +46.3% | -75.1% | -47.5% |
| 3Y | +49.2% | +54.6% | -5.5% | +2.7% |
| 5Y | +5.5% | +39.4% | -33.9% | -24.2% |
| All | +5.5% | +40.0% | -34.5% | -24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling