+801.7%
CRS vs BEN
+58.7%
+743.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.1% | -3.0% |
| 7D | +4.8% | +6.8% | -2.0% | +0.3% |
| 30D | -23.2% | +18.0% | -41.2% | -31.5% |
| 3M | -45.5% | +7.5% | -53.0% | -48.3% |
| 6M | -33.1% | +14.7% | -47.8% | -39.6% |
| YTD | -7.2% | +56.1% | -63.3% | -33.3% |
| 1Y | -10.0% | +69.6% | -79.6% | -39.2% |
| 3Y | +332.3% | +87.7% | +244.6% | +155.4% |
| 5Y | +801.9% | +28.6% | +773.2% | +595.3% |
| All | +801.7% | +58.7% | +743.0% | +407.0% |
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 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