-5.7%
CDW vs BIDU
-49.5%
+43.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.0% | +5.9% | +5.0% |
| 7D | +9.3% | +5.4% | +3.9% | +8.8% |
| 30D | +15.8% | -5.0% | +20.8% | +16.4% |
| 3M | +21.8% | -26.1% | +47.9% | +25.2% |
| 6M | +58.8% | -42.6% | +101.3% | +66.5% |
| YTD | +22.8% | -38.0% | +60.8% | +26.9% |
| 1Y | +17.9% | -35.7% | +53.6% | +21.1% |
| 3Y | -17.4% | -22.9% | +5.5% | -18.9% |
| 5Y | -5.7% | -49.9% | +44.1% | -4.0% |
| All | -5.7% | -49.5% | +43.8% | -4.0% |
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 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