+2,944.0%
CLS vs BUD
-23.5%
+2,967.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.8% | +6.4% | +6.0% |
| 7D | +12.8% | +0.8% | +12.0% | +12.4% |
| 30D | +3.8% | -4.8% | +8.6% | +6.0% |
| 3M | -14.6% | +1.4% | -16.0% | -15.9% |
| 6M | +32.2% | +9.9% | +22.4% | +24.7% |
| YTD | +11.6% | +26.3% | -14.7% | -2.2% |
| 1Y | +35.1% | +36.1% | -1.1% | +13.1% |
| 3Y | +1,312.5% | +48.6% | +1,264.0% | +968.7% |
| 5Y | +3,542.1% | +45.0% | +3,497.0% | +2,623.9% |
| 10Y | +2,944.0% | -23.1% | +2,967.1% | +2,369.0% |
| All | +2,944.0% | -23.5% | +2,967.5% | +2,369.0% |
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