+89.9%
CVE vs BUD
+126.5%
-36.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | +2.5% | +0.3% | +2.2% | +2.3% |
| 30D | +16.7% | -5.7% | +22.4% | +20.5% |
| 3M | +9.3% | +3.1% | +6.1% | +6.5% |
| 6M | +43.6% | +7.9% | +35.7% | +34.4% |
| YTD | +93.6% | +27.3% | +66.3% | +63.4% |
| 1Y | +98.8% | +37.8% | +60.9% | +58.8% |
| 3Y | +73.6% | +49.8% | +23.7% | +24.6% |
| 5Y | +312.5% | +43.8% | +268.6% | +188.4% |
| 10Y | +161.0% | -22.6% | +183.7% | +160.7% |
| All | +89.9% | +126.5% | -36.6% | -13.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling