+62.7%
CVS vs BUD
-4.5%
+67.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.2% |
| 7D | +12.0% | +0.5% | +11.5% | +11.8% |
| 30D | +2.8% | +7.4% | -4.6% | +0.6% |
| 3M | -3.6% | +4.3% | -7.9% | -4.9% |
| 6M | -1.6% | +5.3% | -6.9% | -3.5% |
| YTD | +16.3% | +33.2% | -17.0% | +6.4% |
| 1Y | +15.5% | +31.8% | -16.2% | +6.0% |
| 3Y | +48.1% | +47.8% | +0.3% | +29.9% |
| 5Y | +12.3% | +50.2% | -37.8% | -3.7% |
| 10Y | +62.7% | -4.8% | +67.5% | +46.9% |
| All | +62.7% | -4.5% | +67.2% | +46.9% |
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