+124.9%
CHD vs BUD
-22.8%
+147.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | -4.7% | -3.2% | -1.5% | -4.2% |
| 30D | -8.3% | -3.7% | -4.7% | -7.8% |
| 3M | -4.0% | -4.4% | +0.4% | -3.4% |
| 6M | -6.5% | +7.7% | -14.2% | -7.7% |
| YTD | +13.1% | +23.1% | -10.0% | +9.5% |
| 1Y | +2.3% | +33.6% | -31.3% | -2.1% |
| 3Y | +1.8% | +44.7% | -42.9% | -4.2% |
| 5Y | +20.6% | +44.9% | -24.4% | +12.6% |
| All | +124.9% | -22.8% | +147.7% | +140.3% |
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