+325.1%
COP vs BUD
-23.5%
+348.6%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.9% |
| 7D | -0.8% | +0.8% | -1.6% | -1.2% |
| 30D | +15.6% | -4.8% | +20.4% | +17.8% |
| 3M | +14.3% | +1.4% | +13.0% | +13.1% |
| 6M | +17.0% | +9.9% | +7.1% | +10.5% |
| YTD | +47.4% | +26.3% | +21.1% | +30.2% |
| 1Y | +52.4% | +36.1% | +16.3% | +29.6% |
| 3Y | +20.8% | +48.6% | -27.8% | -5.5% |
| 5Y | +191.7% | +45.0% | +146.7% | +121.2% |
| 10Y | +325.1% | -23.1% | +348.2% | +236.6% |
| All | +325.1% | -23.5% | +348.6% | +236.6% |
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