-1.8%
CARR vs BIDU
-34.6%
+32.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.5% | -4.0% | -0.1% |
| 7D | -0.7% | +1.2% | -1.8% | -0.8% |
| 30D | +0.3% | -7.5% | +7.8% | +1.4% |
| 3M | -14.9% | -28.6% | +13.7% | -11.2% |
| 6M | -14.9% | -36.9% | +22.0% | -9.9% |
| YTD | +7.0% | -38.4% | +45.4% | +12.4% |
| 1Y | -1.8% | -35.7% | +33.9% | +2.9% |
| All | -1.8% | -34.6% | +32.9% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 1y: compounded portfolio wealth divided by compounded BIDU 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…
1y analysis · Full analysis span regression · 6 months rolling