+143.5%
CVE vs BIDU
-50.9%
+194.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.7% |
| 7D | +0.1% | -0.8% | +0.9% | +0.2% |
| 30D | -10.8% | -5.4% | -5.4% | -9.9% |
| 3M | -4.3% | -24.7% | +20.4% | +1.1% |
| 6M | -1.5% | -45.3% | +43.8% | +11.1% |
| YTD | +70.7% | -39.0% | +109.7% | +85.4% |
| 1Y | +58.1% | -39.6% | +97.7% | +71.4% |
| 3Y | +69.8% | -24.7% | +94.6% | +67.3% |
| 5Y | +148.9% | -52.3% | +201.2% | +156.3% |
| 10Y | +143.5% | -51.1% | +194.6% | +130.0% |
| All | +143.5% | -50.9% | +194.4% | +130.0% |
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