+368.9%
CRL vs BUD
-8.7%
+377.7%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.3% | +3.3% | +4.3% |
| 7D | +4.4% | +1.3% | +3.0% | +3.7% |
| 30D | +17.1% | +10.0% | +7.0% | +12.8% |
| 3M | +32.1% | +1.6% | +30.5% | +30.5% |
| 6M | +98.9% | +6.5% | +92.4% | +92.8% |
| YTD | +77.1% | +34.8% | +42.3% | +57.2% |
| 1Y | +110.3% | +36.5% | +73.8% | +85.8% |
| 3Y | +108.5% | +49.0% | +59.5% | +76.3% |
| 5Y | -7.9% | +51.7% | -59.5% | -23.6% |
| 10Y | +368.9% | -7.5% | +376.5% | +290.7% |
| All | +368.9% | -8.7% | +377.7% | +290.7% |
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