+465.4%
AXP vs BIDU
-47.5%
+512.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.1% | -5.2% | -1.8% |
| 7D | -2.1% | +2.4% | -4.5% | -2.5% |
| 30D | -6.5% | -10.5% | +3.9% | -5.0% |
| 3M | +4.6% | -26.2% | +30.9% | +9.6% |
| 6M | +5.4% | -16.4% | +21.8% | +7.5% |
| YTD | -11.1% | -23.9% | +12.8% | -8.4% |
| 1Y | -0.3% | +1.3% | -1.6% | -3.4% |
| 3Y | +111.6% | -32.1% | +143.7% | +115.4% |
| 5Y | +117.6% | -39.0% | +156.5% | +113.4% |
| All | +465.4% | -47.5% | +512.9% | +378.3% |
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