+316.5%
CHTR vs BIDU
+122.6%
+193.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.6% |
| 7D | -4.1% | -8.1% | +4.0% | -3.1% |
| 30D | -3.0% | -12.8% | +9.9% | -1.5% |
| 3M | +4.8% | -21.3% | +26.0% | +7.6% |
| 6M | -35.0% | -27.0% | -8.1% | -33.2% |
| YTD | -30.2% | -30.0% | -0.1% | -28.1% |
| 1Y | -44.8% | -18.3% | -26.5% | -44.6% |
| 3Y | -66.6% | -33.8% | -32.7% | -66.2% |
| 5Y | -81.5% | -44.3% | -37.2% | -81.6% |
| 10Y | -44.8% | -49.8% | +5.0% | -48.0% |
| All | +316.5% | +122.6% | +193.9% | +268.1% |
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