-69.3%
CPNG vs BUD
+35.4%
-104.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.3% | +2.7% |
| 7D | -1.1% | -2.6% | +1.5% | +0.1% |
| 30D | -7.4% | -1.2% | -6.1% | -6.9% |
| 3M | -12.3% | -4.9% | -7.4% | -10.9% |
| 6M | -19.4% | +9.3% | -28.7% | -23.3% |
| YTD | -35.9% | +24.0% | -59.9% | -42.9% |
| 1Y | -53.4% | +34.5% | -87.9% | -60.3% |
| 3Y | -20.0% | +43.7% | -63.7% | -37.2% |
| 5Y | -49.6% | +46.0% | -95.6% | -61.5% |
| All | -69.3% | +35.4% | -104.7% | -76.0% |
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