-51.1%
BIDU vs EXPD
+337.7%
-388.8%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.9% | -2.8% | -1.2% |
| 7D | -0.8% | -1.6% | +0.7% | -0.3% |
| 30D | -5.4% | +0.6% | -6.0% | -5.9% |
| 3M | -24.7% | +9.8% | -34.5% | -28.0% |
| 6M | -45.3% | +25.8% | -71.0% | -51.0% |
| YTD | -39.0% | +31.3% | -70.2% | -47.2% |
| 1Y | -39.6% | +40.9% | -80.5% | -49.5% |
| 3Y | -24.7% | +74.7% | -99.4% | -44.7% |
| 5Y | -52.3% | +62.9% | -115.2% | -64.7% |
| 10Y | -51.1% | +334.3% | -385.4% | -74.4% |
| All | -51.1% | +337.7% | -388.8% | -74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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