+5,676.4%
CRM vs BEN
+321.6%
+5,354.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.2% |
| 7D | -5.0% | +3.4% | -8.3% | -6.5% |
| 30D | +23.6% | +1.8% | +21.8% | +22.3% |
| 3M | +39.6% | +8.4% | +31.2% | +33.4% |
| 6M | +23.4% | +35.6% | -12.2% | +4.6% |
| YTD | -7.4% | +46.4% | -53.7% | -24.5% |
| 1Y | -2.3% | +46.3% | -48.6% | -20.7% |
| 3Y | +10.5% | +54.6% | -44.1% | -16.1% |
| 5Y | -4.7% | +39.4% | -44.1% | -25.5% |
| 10Y | +234.7% | +57.6% | +177.2% | +113.3% |
| All | +5,676.4% | +321.6% | +5,354.8% | +1,776.7% |
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