+134.5%
CVE vs BUD
-9.0%
+143.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | +0.2% |
| 7D | -16.1% | +4.5% | -20.6% | -18.6% |
| 30D | -10.4% | +12.5% | -22.9% | -16.8% |
| 3M | -2.4% | 0.0% | -2.4% | -3.5% |
| 6M | -4.4% | +3.8% | -8.2% | -8.1% |
| YTD | +64.9% | +33.1% | +31.9% | +34.8% |
| 1Y | +66.0% | +35.5% | +30.5% | +33.8% |
| 3Y | +57.7% | +49.4% | +8.3% | +13.3% |
| 5Y | +144.7% | +48.0% | +96.7% | +66.9% |
| All | +134.5% | -9.0% | +143.5% | +83.1% |
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