+1,026.7%
CDNS vs BIDU
-49.1%
+1,075.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.5% |
| 7D | -6.5% | -5.2% | -1.3% | -5.4% |
| 30D | -13.0% | -14.5% | +1.5% | -9.9% |
| 3M | -26.0% | -22.9% | -3.1% | -21.5% |
| 6M | -2.8% | -27.8% | +25.0% | +4.0% |
| YTD | -8.8% | -30.7% | +21.8% | -2.0% |
| 1Y | -15.8% | -15.8% | 0.0% | -14.7% |
| 3Y | +19.7% | -33.2% | +53.0% | +24.2% |
| 5Y | +70.8% | -44.8% | +115.6% | +73.2% |
| All | +1,026.7% | -49.1% | +1,075.9% | +924.1% |
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