+117.0%
AXP vs BIDU
-25.8%
+142.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.0% | -4.2% | -1.5% |
| 7D | +0.6% | +7.2% | -6.6% | 0.0% |
| 30D | +5.8% | -4.0% | +9.8% | +6.1% |
| 3M | -6.0% | -25.1% | +19.1% | -4.0% |
| 6M | +0.3% | -41.8% | +42.1% | +4.5% |
| YTD | -12.3% | -37.3% | +25.1% | -9.6% |
| 1Y | -11.2% | -35.6% | +24.3% | -8.9% |
| 3Y | +117.0% | -24.5% | +141.5% | +114.5% |
| All | +117.0% | -25.8% | +142.8% | +114.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling