+33.9%
CCL vs BUD
+51.6%
-17.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.1% |
| 7D | -1.2% | +1.0% | -2.2% | -1.8% |
| 30D | +13.1% | +6.7% | +6.4% | +8.2% |
| 3M | +3.4% | +5.7% | -2.3% | -0.9% |
| 6M | +18.7% | +5.8% | +12.9% | +13.2% |
| YTD | -2.3% | +34.4% | -36.7% | -20.8% |
| 1Y | +14.2% | +33.3% | -19.1% | -7.0% |
| 3Y | +133.6% | +48.8% | +84.8% | +63.3% |
| All | +33.9% | +51.6% | -17.8% | -14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling