+366.8%
CSCO vs BEN
+56.5%
+310.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -0.5% | +4.7% | -5.2% | -2.2% |
| 30D | -10.1% | +2.6% | -12.7% | -11.0% |
| 3M | -11.7% | +11.5% | -23.2% | -15.4% |
| 6M | +40.1% | +35.3% | +4.8% | +24.7% |
| YTD | +43.8% | +48.6% | -4.8% | +23.5% |
| 1Y | +66.6% | +46.7% | +19.9% | +43.2% |
| 3Y | +108.5% | +57.0% | +51.5% | +69.5% |
| 5Y | +114.0% | +41.8% | +72.1% | +75.2% |
| 10Y | +366.8% | +55.2% | +311.6% | +239.8% |
| All | +366.8% | +56.5% | +310.3% | +239.8% |
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