+4,405.6%
CNC vs BEN
+507.6%
+3,898.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.4% | -3.6% |
| 7D | -1.0% | +4.7% | -5.7% | -2.7% |
| 30D | -1.8% | +2.6% | -4.4% | -2.8% |
| 3M | -0.7% | +11.5% | -12.2% | -4.9% |
| 6M | +47.9% | +35.3% | +12.6% | +31.9% |
| YTD | +56.9% | +48.6% | +8.3% | +34.7% |
| 1Y | +123.9% | +46.7% | +77.2% | +92.7% |
| 3Y | -1.3% | +57.0% | -58.3% | -20.6% |
| 5Y | +2.8% | +41.8% | -39.1% | -18.2% |
| 10Y | +90.9% | +55.2% | +35.6% | +33.0% |
| All | +4,405.6% | +507.6% | +3,898.0% | +1,379.7% |
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 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