+325.0%
COP vs BEN
+60.1%
+264.9%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.6% | +1.7% |
| 7D | +0.7% | +7.2% | -6.5% | -2.4% |
| 30D | +0.2% | +14.1% | -13.9% | -5.7% |
| 3M | +10.2% | +9.9% | +0.3% | +5.1% |
| 6M | +20.1% | +17.4% | +2.7% | +10.3% |
| YTD | +50.5% | +57.3% | -6.8% | +19.5% |
| 1Y | +56.8% | +66.9% | -10.1% | +21.0% |
| 3Y | +30.3% | +85.7% | -55.4% | -9.0% |
| 5Y | +126.8% | +31.2% | +95.6% | +82.3% |
| 10Y | +325.0% | +61.0% | +263.9% | +159.6% |
| All | +325.0% | +60.1% | +264.9% | +159.6% |
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