-0.9%
CCL vs BIDU
-42.3%
+41.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.0% |
| 7D | -4.4% | -2.4% | -1.9% | -3.8% |
| 30D | -18.2% | -16.0% | -2.2% | -14.1% |
| 3M | -17.7% | -24.0% | +6.3% | -11.2% |
| 6M | -13.0% | -24.9% | +11.9% | -6.5% |
| YTD | -24.5% | -29.6% | +5.1% | -17.9% |
| 1Y | -26.9% | -15.2% | -11.8% | -26.9% |
| 3Y | +50.8% | -32.2% | +82.9% | +56.5% |
| 5Y | -0.9% | -43.8% | +42.8% | -0.5% |
| All | -0.9% | -42.3% | +41.3% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling