+64.7%
CCI vs BUD
-4.3%
+69.0%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.4% |
| 7D | +3.2% | +6.0% | -2.8% | +1.6% |
| 30D | +12.2% | +11.3% | +0.9% | +8.8% |
| 3M | +23.1% | +3.6% | +19.6% | +21.7% |
| 6M | +1.3% | +7.7% | -6.5% | -1.1% |
| YTD | +4.5% | +36.4% | -31.9% | -4.6% |
| 1Y | +2.3% | +37.8% | -35.5% | -6.9% |
| 3Y | +9.8% | +51.2% | -41.4% | -3.3% |
| 5Y | -36.5% | +53.4% | -89.9% | -45.2% |
| 10Y | +64.7% | -3.2% | +67.9% | +46.4% |
| All | +64.7% | -4.3% | +69.0% | +46.4% |
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