+272.1%
CNQ vs BIDU
-44.1%
+316.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.4% | -0.6% |
| 7D | +0.1% | -8.1% | +8.2% | +1.0% |
| 30D | +6.2% | -12.8% | +19.0% | +7.5% |
| 3M | +12.4% | -21.3% | +33.6% | +14.9% |
| 6M | +9.0% | -27.0% | +36.0% | +11.8% |
| YTD | +52.2% | -30.0% | +82.3% | +56.5% |
| 1Y | +65.0% | -18.3% | +83.3% | +65.4% |
| 3Y | +78.8% | -33.8% | +112.7% | +80.3% |
| All | +272.1% | -44.1% | +316.1% | +270.9% |
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