-81.6%
CHTR vs BIDU
-44.1%
-37.6%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.6% |
| 7D | -4.1% | -8.1% | +4.0% | -3.4% |
| 30D | -3.0% | -12.8% | +9.9% | -1.9% |
| 3M | +4.8% | -21.3% | +26.0% | +6.8% |
| 6M | -35.0% | -27.0% | -8.1% | -33.7% |
| YTD | -30.2% | -30.0% | -0.1% | -28.7% |
| 1Y | -44.8% | -18.3% | -26.5% | -44.9% |
| 3Y | -66.6% | -33.8% | -32.7% | -66.3% |
| All | -81.6% | -44.1% | -37.6% | -81.8% |
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