+350.2%
CG vs BEN
+52.5%
+297.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.5% | -5.2% | -3.8% |
| 7D | -4.3% | +0.2% | -4.5% | -4.5% |
| 30D | -5.1% | -0.5% | -4.5% | -4.8% |
| 3M | +8.7% | +9.7% | -1.0% | +2.7% |
| 6M | -9.2% | +33.9% | -43.1% | -24.3% |
| YTD | -18.9% | +49.0% | -67.8% | -36.4% |
| 1Y | -25.6% | +42.1% | -67.8% | -40.1% |
| 3Y | +57.3% | +51.9% | +5.4% | +20.5% |
| 5Y | +10.2% | +39.0% | -28.9% | -11.6% |
| 10Y | +364.2% | +57.9% | +306.4% | +211.4% |
| All | +350.2% | +52.5% | +297.6% | +215.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling