+626.9%
CEG vs BIDU
-40.0%
+666.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.2% | -1.6% |
| 7D | +1.3% | -2.4% | +3.8% | +1.6% |
| 30D | +8.8% | -16.0% | +24.8% | +11.3% |
| 3M | +17.0% | -24.0% | +41.0% | +21.0% |
| 6M | -8.7% | -24.9% | +16.1% | -5.8% |
| YTD | -16.4% | -29.6% | +13.1% | -13.1% |
| 1Y | -1.8% | -15.2% | +13.4% | -0.4% |
| 3Y | +175.8% | -32.2% | +208.0% | +182.3% |
| All | +626.9% | -40.0% | +666.9% | +657.7% |
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