+280.5%
CG vs BUD
+52.6%
+227.9%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | 0.0% |
| 7D | -1.2% | +4.5% | -5.6% | -3.2% |
| 30D | +5.0% | +12.5% | -7.5% | -0.5% |
| 3M | -18.2% | 0.0% | -18.2% | -18.4% |
| 6M | -20.7% | +3.8% | -24.5% | -22.6% |
| YTD | -31.4% | +33.1% | -64.5% | -40.6% |
| 1Y | -22.3% | +35.5% | -57.8% | -33.3% |
| 3Y | +50.2% | +49.4% | +0.8% | +20.1% |
| 5Y | -22.1% | +48.0% | -70.1% | -38.1% |
| 10Y | +295.5% | -8.6% | +304.1% | +242.7% |
| All | +280.5% | +52.6% | +227.9% | +180.5% |
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