-2.4%
CLX vs BIDU
-48.3%
+46.0%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.2% |
| 7D | -4.9% | -2.4% | -2.5% | -4.9% |
| 30D | -15.8% | -16.0% | +0.1% | -15.7% |
| 3M | -7.9% | -24.0% | +16.1% | -7.7% |
| 6M | -19.0% | -24.9% | +5.8% | -18.8% |
| YTD | -7.9% | -29.6% | +21.6% | -7.7% |
| 1Y | -25.4% | -15.2% | -10.2% | -25.4% |
| 3Y | -35.0% | -32.2% | -2.9% | -35.0% |
| 5Y | -36.8% | -43.8% | +7.0% | -37.0% |
| All | -2.4% | -48.3% | +46.0% | -6.8% |
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 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