+69.3%
CCI vs BUD
-2.1%
+71.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.1% | +1.0% |
| 7D | +2.5% | +1.0% | +1.5% | +2.2% |
| 30D | +14.4% | +6.7% | +7.7% | +12.2% |
| 3M | +21.7% | +5.7% | +16.0% | +19.6% |
| 6M | +4.0% | +5.8% | -1.8% | +2.1% |
| YTD | +6.2% | +34.4% | -28.2% | -2.6% |
| 1Y | +5.4% | +33.3% | -27.9% | -3.2% |
| 3Y | +11.7% | +48.8% | -37.1% | -1.2% |
| 5Y | -35.6% | +52.5% | -88.2% | -44.3% |
| All | +69.3% | -2.1% | +71.3% | +48.2% |
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 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