+130.1%
CVE vs BIDU
-51.3%
+181.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.7% |
| 7D | -10.1% | +5.4% | -15.4% | -11.2% |
| 30D | -12.1% | -5.0% | -7.1% | -11.3% |
| 3M | -1.9% | -26.1% | +24.3% | +4.1% |
| 6M | -1.8% | -42.6% | +40.7% | +9.5% |
| YTD | +65.8% | -38.0% | +103.8% | +79.4% |
| 1Y | +60.8% | -35.7% | +96.5% | +71.9% |
| 3Y | +70.1% | -22.9% | +93.1% | +66.7% |
| 5Y | +134.8% | -49.9% | +184.6% | +137.8% |
| 10Y | +130.1% | -52.0% | +182.1% | +109.6% |
| All | +130.1% | -51.3% | +181.4% | +109.6% |
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