+73.3%
CSGP vs BUD
-7.7%
+81.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.5% | -2.2% |
| 7D | +13.9% | +7.1% | +6.8% | +11.6% |
| 30D | +16.0% | +12.7% | +3.3% | +12.3% |
| 3M | +6.1% | 0.0% | +6.1% | +6.2% |
| 6M | -8.2% | +7.6% | -15.7% | -10.0% |
| YTD | -52.3% | +35.0% | -87.4% | -56.5% |
| 1Y | -54.5% | +37.6% | -92.1% | -58.8% |
| 3Y | -58.6% | +51.5% | -110.1% | -64.0% |
| 5Y | -61.5% | +50.2% | -111.7% | -66.9% |
| All | +73.3% | -7.7% | +81.0% | +54.6% |
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