+64.3%
CDE vs BUD
+201.1%
-136.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | +0.5% | +0.3% | +0.2% | +0.4% |
| 30D | +21.9% | -5.7% | +27.5% | +25.3% |
| 3M | +14.9% | +3.1% | +11.8% | +12.4% |
| 6M | -10.5% | +7.9% | -18.4% | -14.7% |
| YTD | +19.3% | +27.3% | -8.1% | +4.3% |
| 1Y | +50.8% | +37.8% | +13.0% | +26.3% |
| 3Y | +782.3% | +49.8% | +732.5% | +605.7% |
| 5Y | +191.7% | +43.8% | +147.8% | +134.5% |
| 10Y | +57.6% | -22.6% | +80.3% | +58.4% |
| All | +64.3% | +201.1% | -136.8% | -44.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling