+486.6%
COR vs BEN
+55.0%
+431.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +0.6% |
| 7D | +2.4% | +12.1% | -9.7% | -0.4% |
| 30D | +7.7% | +13.4% | -5.7% | +4.4% |
| 3M | +7.5% | +9.4% | -1.9% | +5.1% |
| 6M | +34.1% | +19.3% | +14.9% | +27.9% |
| YTD | +3.9% | +57.3% | -53.4% | -8.3% |
| 1Y | -3.6% | +69.1% | -72.8% | -16.6% |
| 3Y | +80.5% | +85.6% | -5.1% | +46.7% |
| 5Y | +194.9% | +32.9% | +161.9% | +160.3% |
| 10Y | +486.6% | +58.3% | +428.3% | +341.8% |
| All | +486.6% | +55.0% | +431.7% | +341.8% |
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