+978.1%
CB vs BUD
+201.1%
+777.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | +0.5% | +0.3% | +0.2% | +0.4% |
| 30D | -3.1% | -5.7% | +2.6% | -1.1% |
| 3M | +9.0% | +3.1% | +5.8% | +7.4% |
| 6M | +2.9% | +7.9% | -5.0% | -0.8% |
| YTD | +10.1% | +27.3% | -17.2% | -0.4% |
| 1Y | +22.8% | +37.8% | -15.0% | +7.5% |
| 3Y | +73.8% | +49.8% | +24.0% | +44.0% |
| 5Y | +99.2% | +43.8% | +55.3% | +64.4% |
| 10Y | +218.2% | -22.6% | +240.9% | +205.3% |
| All | +978.1% | +201.1% | +777.0% | +523.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling