-35.7%
BIDU vs WCC
+24.5%
-60.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -9.9% | +14.4% | +6.9% |
| 7D | +1.2% | -8.8% | +10.0% | +3.0% |
| 30D | -7.5% | -16.0% | +8.5% | -3.8% |
| 3M | -28.6% | -15.2% | -13.3% | -25.9% |
| 6M | -36.9% | -8.4% | -28.5% | -36.4% |
| YTD | -38.4% | +30.1% | -68.5% | -47.8% |
| 1Y | -35.7% | +26.4% | -62.1% | -45.4% |
| All | -35.7% | +24.5% | -60.1% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling