+425.9%
CARR vs BIDU
+10.4%
+415.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.9% |
| 7D | +0.6% | -2.4% | +3.1% | +1.0% |
| 30D | -8.7% | -16.0% | +7.3% | -6.5% |
| 3M | -18.4% | -24.0% | +5.6% | -15.4% |
| 6M | -0.6% | -24.9% | +24.3% | +2.8% |
| YTD | +10.9% | -29.6% | +40.5% | +15.4% |
| 1Y | -7.3% | -15.2% | +7.9% | -6.8% |
| 3Y | +2.9% | -32.2% | +35.1% | +4.6% |
| 5Y | +9.6% | -43.8% | +53.4% | +9.8% |
| All | +425.9% | +10.4% | +415.5% | +283.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling