+322.0%
CDW vs BIDU
-50.9%
+372.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | +2.6% | -0.8% | +3.4% | +2.7% |
| 30D | +20.4% | -5.4% | +25.8% | +21.5% |
| 3M | +28.5% | -24.7% | +53.2% | +34.3% |
| 6M | +70.6% | -45.3% | +115.9% | +87.0% |
| YTD | +29.1% | -39.0% | +68.0% | +37.0% |
| 1Y | +23.8% | -39.6% | +63.3% | +31.3% |
| 3Y | -14.5% | -24.7% | +10.2% | -15.9% |
| 5Y | -1.6% | -52.3% | +50.7% | +0.4% |
| 10Y | +322.0% | -51.1% | +373.1% | +266.4% |
| All | +322.0% | -50.9% | +372.9% | +266.4% |
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 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