+568.0%
CF vs BUD
-9.0%
+577.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.1% | +1.2% |
| 7D | -3.2% | +4.5% | -7.6% | -4.6% |
| 30D | +4.3% | +12.5% | -8.2% | +0.2% |
| 3M | +2.8% | 0.0% | +2.8% | +2.5% |
| 6M | +0.6% | +3.8% | -3.2% | -1.2% |
| YTD | +56.6% | +33.1% | +23.6% | +39.0% |
| 1Y | +49.6% | +35.5% | +14.1% | +31.9% |
| 3Y | +61.5% | +49.4% | +12.1% | +33.4% |
| 5Y | +124.0% | +48.0% | +75.9% | +79.1% |
| All | +568.0% | -9.0% | +577.0% | +441.6% |
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