+683.8%
CTAS vs BUD
-24.2%
+707.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.6% |
| 7D | +1.0% | -1.3% | +2.3% | +1.5% |
| 30D | -1.1% | -6.1% | +5.1% | +1.2% |
| 3M | +11.5% | -3.8% | +15.3% | +12.8% |
| 6M | +0.2% | +8.2% | -8.0% | -3.2% |
| YTD | +7.2% | +23.6% | -16.4% | -1.8% |
| 1Y | 0.0% | +33.4% | -33.4% | -11.2% |
| 3Y | +65.9% | +45.3% | +20.6% | +39.1% |
| 5Y | +109.6% | +44.3% | +65.3% | +71.6% |
| 10Y | +683.8% | -22.8% | +706.5% | +574.3% |
| All | +683.8% | -24.2% | +707.9% | +574.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling