+143.5%
CVE vs BEN
+60.1%
+83.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.6% | +2.7% |
| 7D | +0.1% | +7.2% | -7.1% | -3.4% |
| 30D | -10.8% | +14.1% | -24.9% | -17.0% |
| 3M | -4.3% | +9.9% | -14.3% | -9.5% |
| 6M | -1.5% | +17.4% | -18.9% | -10.8% |
| YTD | +70.7% | +57.3% | +13.4% | +30.7% |
| 1Y | +58.1% | +66.9% | -8.8% | +17.0% |
| 3Y | +69.8% | +85.7% | -15.8% | +12.6% |
| 5Y | +148.9% | +31.2% | +117.7% | +94.8% |
| 10Y | +143.5% | +61.0% | +82.5% | +61.5% |
| All | +143.5% | +60.1% | +83.5% | +61.5% |
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 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