+959.3%
CHD vs BUD
+217.8%
+741.5%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.2% |
| 7D | +3.6% | +1.0% | +2.6% | +3.4% |
| 30D | +10.4% | +6.7% | +3.7% | +8.9% |
| 3M | +12.2% | +5.7% | +6.5% | +10.9% |
| 6M | +19.9% | +5.8% | +14.1% | +18.4% |
| YTD | +36.4% | +34.4% | +2.0% | +28.3% |
| 1Y | +35.1% | +33.3% | +1.9% | +27.3% |
| 3Y | +29.2% | +48.8% | -19.6% | +18.1% |
| 5Y | +33.4% | +52.5% | -19.1% | +20.1% |
| 10Y | +195.0% | -4.0% | +199.0% | +187.3% |
| All | +959.3% | +217.8% | +741.5% | +644.4% |
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