+194.3%
CDE vs BUD
+44.8%
+149.5%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.9% |
| 7D | -6.1% | -3.2% | -2.8% | -4.4% |
| 30D | +9.5% | -3.7% | +13.1% | +11.6% |
| 3M | +32.0% | -4.4% | +36.4% | +34.4% |
| 6M | -12.8% | +7.7% | -20.5% | -17.8% |
| YTD | +14.2% | +23.1% | -8.8% | -0.8% |
| 1Y | +36.3% | +33.6% | +2.7% | +12.1% |
| 3Y | +821.4% | +44.7% | +776.7% | +621.0% |
| 5Y | +194.3% | +44.9% | +149.3% | +120.8% |
| All | +194.3% | +44.8% | +149.5% | +120.8% |
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