+31.8%
CLX vs BIDU
-51.3%
+83.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.2% |
| 7D | +9.5% | -4.6% | +14.1% | +9.6% |
| 30D | +30.7% | -4.5% | +35.2% | +30.8% |
| 3M | +4.2% | -25.4% | +29.6% | +4.6% |
| 6M | +22.1% | -48.1% | +70.2% | +23.0% |
| YTD | +14.1% | -40.2% | +54.3% | +14.6% |
| 1Y | +10.3% | -35.2% | +45.5% | +10.7% |
| 3Y | -7.8% | -27.1% | +19.3% | -7.7% |
| 5Y | -20.8% | -54.2% | +33.3% | -21.0% |
| All | +31.8% | -51.3% | +83.1% | +24.8% |
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