+412.6%
CSX vs BIDU
-51.3%
+464.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +2.9% |
| 7D | -2.2% | +5.4% | -7.6% | -2.9% |
| 30D | +6.8% | -5.0% | +11.9% | +7.5% |
| 3M | +0.7% | -26.1% | +26.8% | +4.7% |
| 6M | +13.3% | -42.6% | +55.8% | +21.4% |
| YTD | +40.5% | -38.0% | +78.5% | +47.9% |
| 1Y | +44.7% | -35.7% | +80.3% | +51.1% |
| 3Y | +74.5% | -22.9% | +97.4% | +72.0% |
| 5Y | +52.0% | -49.9% | +101.9% | +53.1% |
| 10Y | +412.6% | -52.0% | +464.6% | +355.0% |
| All | +412.6% | -51.3% | +464.0% | +355.0% |
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