+26,381.5%
CTAS vs BEN
+5,193.4%
+21,188.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.8% | +7.2% | -7.9% | -3.3% |
| 30D | +10.7% | +14.1% | -3.4% | +5.5% |
| 3M | +11.0% | +9.9% | +1.1% | +7.0% |
| 6M | +38.7% | +17.4% | +21.3% | +30.1% |
| YTD | +21.8% | +57.3% | -35.5% | +2.5% |
| 1Y | +23.6% | +66.9% | -43.4% | +1.9% |
| 3Y | +74.9% | +85.7% | -10.7% | +34.6% |
| 5Y | +119.5% | +31.2% | +88.3% | +87.2% |
| 10Y | +820.2% | +61.0% | +759.2% | +587.3% |
| All | +26,381.5% | +5,193.4% | +21,188.0% | +7,348.8% |
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 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