-22.8%
CDW vs BIDU
-44.5%
+21.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -7.0% | +1.8% | -4.5% |
| 7D | -3.9% | -2.4% | -1.4% | -3.6% |
| 30D | +6.9% | -15.6% | +22.5% | +8.5% |
| 3M | +7.7% | -22.3% | +30.0% | +10.0% |
| 6M | +18.3% | -22.3% | +40.6% | +20.0% |
| YTD | +7.8% | -29.2% | +36.9% | +10.0% |
| 1Y | -12.2% | -14.8% | +2.6% | -12.8% |
| 3Y | -28.9% | -31.8% | +2.8% | -29.0% |
| 5Y | -22.8% | -43.1% | +20.3% | -23.2% |
| All | -22.8% | -44.5% | +21.7% | -23.2% |
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