+165.9%
CVE vs BIDU
-47.5%
+213.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.1% | -5.4% | -2.2% |
| 7D | +2.5% | +2.4% | +0.1% | +1.9% |
| 30D | +16.7% | -10.5% | +27.2% | +19.2% |
| 3M | +9.3% | -26.2% | +35.5% | +16.2% |
| 6M | +43.6% | -16.4% | +60.0% | +46.5% |
| YTD | +93.6% | -23.9% | +117.5% | +101.1% |
| 1Y | +98.8% | +1.3% | +97.5% | +90.0% |
| 3Y | +73.6% | -32.1% | +105.7% | +77.4% |
| 5Y | +312.5% | -39.0% | +351.4% | +300.4% |
| All | +165.9% | -47.5% | +213.3% | +127.6% |
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