+44.1%
CSGP vs BIDU
-45.3%
+89.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.1% | -6.5% | -3.1% |
| 7D | -4.1% | +2.4% | -6.5% | -4.5% |
| 30D | +2.3% | -10.5% | +12.8% | +4.1% |
| 3M | -8.2% | -26.2% | +18.0% | -3.7% |
| 6M | -35.1% | -16.4% | -18.7% | -33.9% |
| YTD | -54.0% | -23.9% | -30.2% | -52.6% |
| 1Y | -65.3% | +1.3% | -66.6% | -66.5% |
| 3Y | -62.6% | -32.1% | -30.5% | -61.9% |
| 5Y | -64.8% | -39.0% | -25.9% | -65.3% |
| All | +44.1% | -45.3% | +89.4% | +30.6% |
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