+305.9%
CG vs BUD
-4.3%
+310.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.6% | -1.9% |
| 7D | +2.0% | +6.0% | -4.1% | -0.7% |
| 30D | +8.5% | +11.3% | -2.7% | +3.3% |
| 3M | -12.1% | +3.6% | -15.7% | -13.8% |
| 6M | -16.4% | +7.7% | -24.2% | -19.9% |
| YTD | -28.0% | +36.4% | -64.3% | -38.7% |
| 1Y | -18.9% | +37.8% | -56.7% | -31.4% |
| 3Y | +51.2% | +51.2% | 0.0% | +19.1% |
| 5Y | -15.9% | +53.4% | -69.3% | -35.2% |
| 10Y | +305.9% | -3.2% | +309.1% | +226.6% |
| All | +305.9% | -4.3% | +310.2% | +226.6% |
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