+301.6%
CHTR vs BIDU
+120.7%
+180.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.6% | +6.5% | +5.2% |
| 7D | -7.1% | -5.2% | -1.9% | -6.5% |
| 30D | -10.9% | -14.5% | +3.6% | -9.3% |
| 3M | +2.0% | -22.9% | +24.9% | +5.0% |
| 6M | -35.9% | -27.8% | -8.1% | -34.0% |
| YTD | -32.7% | -30.7% | -2.0% | -30.6% |
| 1Y | -46.6% | -15.8% | -30.7% | -46.7% |
| 3Y | -66.7% | -33.2% | -33.5% | -66.4% |
| 5Y | -82.1% | -44.8% | -37.3% | -82.2% |
| 10Y | -46.8% | -50.3% | +3.5% | -49.8% |
| All | +301.6% | +120.7% | +180.9% | +255.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling