+94.1%
CRH vs BEN
+36.0%
+58.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -6.1% | -3.1% | -2.9% | -4.6% |
| 30D | -9.3% | +0.2% | -9.5% | -9.3% |
| 3M | -15.2% | +6.8% | -22.0% | -18.0% |
| 6M | -14.2% | +38.1% | -52.3% | -27.0% |
| YTD | -28.3% | +44.3% | -72.6% | -40.4% |
| 1Y | -21.8% | +42.6% | -64.3% | -34.8% |
| 3Y | +71.6% | +52.3% | +19.3% | +33.5% |
| All | +94.1% | +36.0% | +58.1% | +53.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling