+244.3%
CRL vs BUD
-23.5%
+267.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.4% |
| 7D | -0.6% | +0.8% | -1.3% | -0.8% |
| 30D | +5.0% | -4.8% | +9.8% | +6.6% |
| 3M | +50.6% | +1.4% | +49.2% | +49.5% |
| 6M | +60.9% | +9.9% | +51.1% | +54.9% |
| YTD | +40.7% | +26.3% | +14.4% | +28.4% |
| 1Y | +73.3% | +36.1% | +37.2% | +53.8% |
| 3Y | +40.6% | +48.6% | -8.0% | +19.4% |
| 5Y | -37.0% | +45.0% | -82.0% | -46.8% |
| 10Y | +244.3% | -23.1% | +267.4% | +209.8% |
| All | +244.3% | -23.5% | +267.8% | +209.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling