+74.9%
CB vs BIDU
-27.4%
+102.2%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +1.1% |
| 7D | +2.9% | -4.6% | +7.5% | +2.8% |
| 30D | +7.3% | -4.5% | +11.9% | +7.2% |
| 3M | +9.4% | -25.4% | +34.8% | +8.7% |
| 6M | +19.6% | -48.1% | +67.7% | +18.2% |
| YTD | +21.5% | -40.2% | +61.7% | +20.0% |
| 1Y | +28.0% | -35.2% | +63.2% | +26.3% |
| 3Y | +74.9% | -27.1% | +102.0% | +71.4% |
| All | +74.9% | -27.4% | +102.2% | +71.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling