+398.1%
COR vs BUD
-23.5%
+421.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.7% |
| 7D | -1.9% | +0.8% | -2.7% | -2.1% |
| 30D | +1.5% | -4.8% | +6.3% | +2.6% |
| 3M | +18.7% | +1.4% | +17.3% | +18.2% |
| 6M | -9.0% | +9.9% | -18.9% | -11.5% |
| YTD | -3.3% | +26.3% | -29.6% | -9.1% |
| 1Y | +9.8% | +36.1% | -26.3% | +1.3% |
| 3Y | +87.4% | +48.6% | +38.8% | +66.3% |
| 5Y | +180.5% | +45.0% | +135.5% | +146.2% |
| 10Y | +398.1% | -23.1% | +421.3% | +420.8% |
| All | +398.1% | -23.5% | +421.7% | +420.8% |
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