+22.5%
CTSH vs BUD
-23.5%
+46.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.8% | -3.1% | -3.6% |
| 7D | -5.5% | +0.8% | -6.2% | -5.7% |
| 30D | +4.5% | -4.8% | +9.3% | +6.4% |
| 3M | +13.7% | +1.4% | +12.4% | +13.2% |
| 6M | -8.4% | +9.9% | -18.3% | -11.9% |
| YTD | -26.5% | +26.3% | -52.8% | -33.2% |
| 1Y | -13.9% | +36.1% | -50.1% | -24.1% |
| 3Y | -11.3% | +48.6% | -59.9% | -25.9% |
| 5Y | -14.8% | +45.0% | -59.9% | -29.2% |
| 10Y | +22.5% | -23.1% | +45.6% | +1.7% |
| All | +22.5% | -23.5% | +46.1% | +1.7% |
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