+83.5%
CRL vs BUD
+38.4%
+45.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +3.1% | -10.4% | -7.2% |
| 7D | -12.8% | +3.3% | -16.1% | -12.7% |
| 30D | +5.0% | +11.8% | -6.8% | +3.5% |
| 3M | +39.4% | -1.1% | +40.5% | +39.7% |
| 6M | +89.4% | +14.9% | +74.5% | +82.2% |
| YTD | +63.6% | +32.6% | +31.0% | +46.8% |
| 1Y | +83.5% | +37.2% | +46.3% | +60.3% |
| All | +83.5% | +38.4% | +45.1% | +60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling