-50.4%
BIDU vs WCC
+541.6%
-592.0%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | -0.1% |
| 7D | -8.1% | +1.5% | -9.6% | -8.6% |
| 30D | -12.8% | -2.1% | -10.7% | -12.3% |
| 3M | -21.3% | +3.8% | -25.1% | -22.6% |
| 6M | -27.0% | +35.0% | -61.9% | -33.4% |
| YTD | -30.0% | +46.4% | -76.4% | -37.8% |
| 1Y | -18.3% | +63.0% | -81.2% | -29.7% |
| 3Y | -33.8% | +133.9% | -167.8% | -51.1% |
| 5Y | -44.3% | +226.5% | -270.8% | -64.0% |
| All | -50.4% | +541.6% | -592.0% | -76.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling