+146.2%
CVE vs BUD
+50.9%
+95.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.6% | -3.0% |
| 7D | -14.1% | +7.1% | -21.2% | -15.0% |
| 30D | -11.6% | +12.7% | -24.3% | -13.3% |
| 3M | 0.0% | 0.0% | 0.0% | -0.1% |
| 6M | -8.4% | +7.6% | -16.0% | -9.7% |
| YTD | +65.9% | +35.0% | +30.9% | +55.9% |
| 1Y | +69.4% | +37.6% | +31.9% | +58.6% |
| 3Y | +55.9% | +51.5% | +4.4% | +40.5% |
| 5Y | +146.2% | +50.2% | +95.9% | +110.8% |
| All | +146.2% | +50.9% | +95.3% | +110.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling