+37.8%
CTSH vs BUD
-8.7%
+46.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.1% | -2.2% |
| 7D | -2.3% | +1.3% | -3.6% | -2.8% |
| 30D | +7.4% | +10.0% | -2.6% | +3.9% |
| 3M | +10.9% | +1.6% | +9.3% | +10.3% |
| 6M | +24.7% | +6.5% | +18.2% | +21.8% |
| YTD | -22.0% | +34.8% | -56.8% | -30.7% |
| 1Y | -11.2% | +36.5% | -47.6% | -21.5% |
| 3Y | +3.9% | +49.0% | -45.1% | -13.0% |
| 5Y | -13.9% | +51.7% | -65.6% | -29.4% |
| 10Y | +37.8% | -7.5% | +45.3% | +14.8% |
| All | +37.8% | -8.7% | +46.5% | +14.8% |
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