+1,818.8%
CRS vs BUD
+214.2%
+1,604.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.5% | -1.6% |
| 7D | +7.4% | -1.6% | +9.0% | +8.5% |
| 30D | -21.2% | +6.7% | -27.9% | -25.4% |
| 3M | -43.3% | +5.9% | -49.2% | -46.3% |
| 6M | -29.4% | +5.1% | -34.5% | -33.5% |
| YTD | -4.7% | +32.9% | -37.5% | -23.6% |
| 1Y | -9.6% | +31.8% | -41.4% | -27.3% |
| 3Y | +355.5% | +47.4% | +308.1% | +226.7% |
| 5Y | +826.6% | +50.8% | +775.7% | +536.6% |
| 10Y | +846.1% | -5.1% | +851.2% | +714.3% |
| All | +1,818.8% | +214.2% | +1,604.6% | +543.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling