+269.4%
CDW vs BIDU
-50.6%
+320.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.4% |
| 7D | -4.2% | -2.4% | -1.8% | -3.8% |
| 30D | +4.9% | -16.0% | +20.8% | +7.7% |
| 3M | +7.3% | -24.0% | +31.3% | +11.8% |
| 6M | +19.2% | -24.9% | +44.0% | +23.1% |
| YTD | +6.2% | -29.6% | +35.8% | +10.2% |
| 1Y | -14.0% | -15.2% | +1.1% | -14.6% |
| 3Y | -30.0% | -32.2% | +2.2% | -29.4% |
| 5Y | -23.6% | -43.8% | +20.2% | -24.6% |
| 10Y | +269.4% | -49.5% | +318.8% | +211.0% |
| All | +269.4% | -50.6% | +320.0% | +211.0% |
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