-31.8%
BIDU vs EXPD
+66.3%
-98.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.5% | -5.5% | -6.5% |
| 7D | -2.4% | -0.9% | -1.5% | -2.1% |
| 30D | -15.6% | +4.1% | -19.7% | -16.5% |
| 3M | -22.3% | +13.8% | -36.1% | -25.2% |
| 6M | -22.3% | +27.3% | -49.5% | -28.0% |
| YTD | -29.2% | +25.4% | -54.6% | -34.5% |
| 1Y | -14.8% | +54.4% | -69.2% | -27.5% |
| 3Y | -31.8% | +67.9% | -99.7% | -45.5% |
| All | -31.8% | +66.3% | -98.1% | -45.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling