+71.4%
CB vs BUD
+51.6%
+19.8%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.4% | +1.3% |
| 7D | +0.7% | +6.0% | -5.3% | -0.4% |
| 30D | +8.2% | +11.3% | -3.1% | +6.1% |
| 3M | +6.3% | +3.6% | +2.7% | +5.5% |
| 6M | +16.2% | +7.7% | +8.5% | +14.3% |
| YTD | +19.3% | +36.4% | -17.0% | +12.1% |
| 1Y | +29.2% | +37.8% | -8.6% | +21.1% |
| 3Y | +71.4% | +51.2% | +20.2% | +58.5% |
| All | +71.4% | +51.6% | +19.8% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling