+98.8%
CVE vs BUD
+36.8%
+61.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | +2.5% | +0.3% | +2.2% | +2.5% |
| 30D | +16.7% | -5.7% | +22.4% | +16.1% |
| 3M | +9.3% | +3.1% | +6.1% | +10.1% |
| 6M | +43.6% | +7.9% | +35.7% | +47.1% |
| YTD | +93.6% | +27.3% | +66.3% | +98.3% |
| 1Y | +98.8% | +37.8% | +60.9% | +117.5% |
| All | +98.8% | +36.8% | +61.9% | +117.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling