+135.5%
CVE vs BUD
-4.3%
+139.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.3% |
| 7D | -10.0% | +6.0% | -16.0% | -13.1% |
| 30D | -11.9% | +11.3% | -23.1% | -17.6% |
| 3M | -5.9% | +3.6% | -9.5% | -8.9% |
| 6M | -1.6% | +7.7% | -9.3% | -7.3% |
| YTD | +66.3% | +36.4% | +29.9% | +33.9% |
| 1Y | +57.5% | +37.8% | +19.7% | +25.7% |
| 3Y | +65.4% | +51.2% | +14.2% | +18.2% |
| 5Y | +144.2% | +53.4% | +90.8% | +62.5% |
| 10Y | +135.5% | -3.2% | +138.7% | +82.2% |
| All | +135.5% | -4.3% | +139.8% | +82.2% |
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