+1,220.3%
CNC vs BUD
+201.1%
+1,019.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | +3.5% | +0.3% | +3.3% | +3.4% |
| 30D | +0.1% | -5.7% | +5.7% | +2.1% |
| 3M | +6.9% | +3.1% | +3.8% | +5.5% |
| 6M | +49.0% | +7.9% | +41.1% | +44.1% |
| YTD | +62.9% | +27.3% | +35.6% | +48.2% |
| 1Y | +134.0% | +37.8% | +96.2% | +106.9% |
| 3Y | +9.4% | +49.8% | -40.4% | -8.2% |
| 5Y | +4.1% | +43.8% | -39.7% | -13.2% |
| 10Y | +95.4% | -22.6% | +118.0% | +97.9% |
| All | +1,220.3% | +201.1% | +1,019.2% | +662.5% |
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