+25,903.7%
CTAS vs BEN
+5,130.7%
+20,773.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.3% | -6.0% | -1.8% |
| 7D | -0.7% | +12.2% | -12.9% | -4.8% |
| 30D | +10.3% | +12.1% | -1.8% | +5.7% |
| 3M | +10.2% | +7.3% | +2.9% | +7.1% |
| 6M | +34.4% | +17.9% | +16.5% | +25.8% |
| YTD | +19.6% | +55.4% | -35.9% | +1.1% |
| 1Y | +21.8% | +69.3% | -47.5% | -0.1% |
| 3Y | +74.1% | +82.8% | -8.7% | +34.7% |
| 5Y | +114.0% | +28.8% | +85.3% | +83.7% |
| 10Y | +813.9% | +53.9% | +760.1% | +593.2% |
| All | +25,903.7% | +5,130.7% | +20,773.0% | +7,244.5% |
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