+23,259.8%
CTAS vs BEN
+4,913.3%
+18,346.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -1.5% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | -0.2% | -0.5% | +0.3% | -0.1% |
| 3M | +11.7% | +9.7% | +2.0% | +7.7% |
| 6M | +0.7% | +33.9% | -33.2% | -9.8% |
| YTD | +7.4% | +49.0% | -41.6% | -7.5% |
| 1Y | -2.1% | +42.1% | -44.2% | -14.5% |
| 3Y | +62.9% | +51.9% | +11.1% | +34.8% |
| 5Y | +111.9% | +39.0% | +72.8% | +76.5% |
| 10Y | +652.2% | +57.9% | +594.3% | +465.5% |
| All | +23,259.8% | +4,913.3% | +18,346.4% | +6,617.6% |
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