+117.0%
AXP vs BIDU
-40.6%
+157.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.1% | -5.2% | -1.6% |
| 7D | -2.1% | +2.4% | -4.5% | -2.4% |
| 30D | -6.5% | -10.5% | +3.9% | -5.4% |
| 3M | +4.6% | -26.2% | +30.9% | +8.3% |
| 6M | +5.4% | -16.4% | +21.8% | +6.9% |
| YTD | -11.1% | -23.9% | +12.8% | -9.1% |
| 1Y | -0.3% | +1.3% | -1.6% | -2.6% |
| 3Y | +111.6% | -32.1% | +143.7% | +114.5% |
| All | +117.0% | -40.6% | +157.6% | +118.3% |
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 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