-42.6%
CCL vs BIDU
-48.7%
+6.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.4% | +0.9% |
| 7D | -3.2% | -8.1% | +4.9% | -0.4% |
| 30D | -17.8% | -12.8% | -5.0% | -14.2% |
| 3M | -18.7% | -21.3% | +2.6% | -12.4% |
| 6M | -11.4% | -27.0% | +15.6% | -2.7% |
| YTD | -24.3% | -30.0% | +5.7% | -16.5% |
| 1Y | -28.8% | -18.3% | -10.5% | -27.7% |
| 3Y | +49.3% | -33.8% | +83.2% | +56.4% |
| 5Y | +1.6% | -44.3% | +45.9% | +5.0% |
| All | -42.6% | -48.7% | +6.0% | -53.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling