+142.4%
CVE vs BIDU
-51.7%
+194.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.5% |
| 7D | -10.0% | +3.6% | -13.5% | -10.4% |
| 30D | -11.9% | -6.6% | -5.3% | -11.2% |
| 3M | -5.9% | -27.2% | +21.3% | -2.5% |
| 6M | -1.6% | -43.5% | +41.9% | +5.2% |
| YTD | +66.3% | -39.0% | +105.3% | +74.7% |
| 1Y | +57.5% | -39.8% | +97.3% | +65.5% |
| 3Y | +65.4% | -24.8% | +90.2% | +63.9% |
| All | +142.4% | -51.7% | +194.1% | +151.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling