+67.3%
CSGP vs BIDU
-51.3%
+118.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.3% | +2.4% |
| 7D | -1.8% | +5.4% | -7.2% | -2.7% |
| 30D | +5.3% | -5.0% | +10.3% | +6.1% |
| 3M | +3.3% | -26.1% | +29.4% | +8.4% |
| 6M | -4.7% | -42.6% | +37.9% | +3.8% |
| YTD | -53.5% | -38.0% | -15.6% | -50.5% |
| 1Y | -53.7% | -35.7% | -18.1% | -51.2% |
| 3Y | -59.7% | -22.9% | -36.8% | -60.5% |
| 5Y | -62.5% | -49.9% | -12.6% | -61.7% |
| 10Y | +67.3% | -52.0% | +119.2% | +49.8% |
| All | +67.3% | -51.3% | +118.6% | +49.8% |
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