+55.6%
CSGP vs BIDU
-51.7%
+107.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | -0.1% |
| 7D | -6.1% | -2.3% | -3.8% | -5.7% |
| 30D | +0.3% | -7.3% | +7.6% | +1.5% |
| 3M | -1.3% | -26.0% | +24.6% | +3.5% |
| 6M | -8.9% | -44.5% | +35.6% | -0.2% |
| YTD | -55.2% | -40.6% | -14.6% | -51.9% |
| 1Y | -56.4% | -39.8% | -16.6% | -53.4% |
| 3Y | -62.2% | -26.7% | -35.5% | -62.6% |
| 5Y | -63.7% | -54.5% | -9.2% | -62.2% |
| All | +55.6% | -51.7% | +107.3% | +36.8% |
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