+10,197.9%
CRS vs BEN
+4,913.3%
+5,284.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.5% | -1.8% | -0.1% |
| 7D | -0.2% | +0.2% | -0.5% | -0.4% |
| 30D | -16.6% | -0.5% | -16.1% | -16.4% |
| 3M | -3.5% | +9.7% | -13.2% | -8.0% |
| 6M | +15.4% | +33.9% | -18.5% | -0.5% |
| YTD | +51.2% | +49.0% | +2.2% | +22.8% |
| 1Y | +98.3% | +42.1% | +56.2% | +63.9% |
| 3Y | +651.5% | +51.9% | +599.7% | +487.5% |
| 5Y | +1,411.1% | +39.0% | +1,372.1% | +1,122.4% |
| 10Y | +1,424.3% | +57.9% | +1,366.5% | +1,066.7% |
| All | +10,197.9% | +4,913.3% | +5,284.6% | +4,425.9% |
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