-26.9%
CCL vs BUD
+33.8%
-60.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -0.9% |
| 7D | -4.4% | -1.3% | -3.1% | -3.7% |
| 30D | -18.2% | -6.1% | -12.0% | -15.3% |
| 3M | -17.7% | -3.8% | -14.0% | -16.4% |
| 6M | -13.0% | +8.2% | -21.2% | -18.5% |
| YTD | -24.5% | +23.6% | -48.1% | -30.2% |
| 1Y | -26.9% | +33.4% | -60.4% | -32.0% |
| All | -26.9% | +33.8% | -60.7% | -32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling