+639.7%
CEG vs BUD
+29.2%
+610.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | +6.7% | +0.8% | +5.9% | +6.6% |
| 30D | +11.0% | -4.8% | +15.8% | +11.3% |
| 3M | +19.5% | +1.4% | +18.1% | +19.3% |
| 6M | -5.9% | +9.9% | -15.7% | -6.6% |
| YTD | -15.0% | +26.3% | -41.3% | -16.2% |
| 1Y | +0.6% | +36.1% | -35.5% | -1.4% |
| 3Y | +180.6% | +48.6% | +132.0% | +172.3% |
| All | +639.7% | +29.2% | +610.5% | +566.2% |
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