+5.6%
CNC vs BIDU
-44.1%
+49.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.5% |
| 7D | -0.9% | -8.1% | +7.2% | -0.6% |
| 30D | -1.0% | -12.8% | +11.9% | -0.4% |
| 3M | +4.5% | -21.3% | +25.8% | +5.5% |
| 6M | +85.2% | -27.0% | +112.2% | +87.2% |
| YTD | +61.4% | -30.0% | +91.5% | +63.2% |
| 1Y | +94.9% | -18.3% | +113.2% | +95.1% |
| 3Y | 0.0% | -33.8% | +33.8% | -0.1% |
| All | +5.6% | -44.1% | +49.7% | +7.9% |
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