+407.4%
COR vs BEN
+53.7%
+353.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.1% |
| 7D | -3.9% | +3.4% | -7.2% | -4.7% |
| 30D | -0.3% | +1.8% | -2.1% | -0.8% |
| 3M | +15.9% | +8.4% | +7.5% | +13.2% |
| 6M | -10.3% | +35.6% | -45.9% | -17.6% |
| YTD | -3.7% | +46.4% | -50.1% | -13.7% |
| 1Y | +9.1% | +46.3% | -37.2% | -2.5% |
| 3Y | +86.6% | +54.6% | +32.0% | +59.2% |
| 5Y | +180.9% | +39.4% | +141.5% | +138.6% |
| 10Y | +407.4% | +57.6% | +349.9% | +257.7% |
| All | +407.4% | +53.7% | +353.8% | +257.7% |
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 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