+22.5%
CCI vs BUD
-24.2%
+46.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.4% |
| 7D | -0.3% | -1.3% | +1.1% | +0.1% |
| 30D | +2.1% | -6.1% | +8.3% | +3.9% |
| 3M | -17.8% | -3.8% | -14.1% | -17.0% |
| 6M | -14.2% | +8.2% | -22.3% | -16.3% |
| YTD | -13.3% | +23.6% | -36.9% | -18.6% |
| 1Y | -16.6% | +33.4% | -50.0% | -23.4% |
| 3Y | -10.8% | +45.3% | -56.1% | -20.5% |
| 5Y | -50.3% | +44.3% | -94.6% | -56.3% |
| 10Y | +22.5% | -22.8% | +45.3% | +17.0% |
| All | +22.5% | -24.2% | +46.7% | +17.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling