-44.8%
BIDU vs WCC
+211.6%
-256.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.7% | -0.7% |
| 7D | -5.2% | +1.7% | -6.9% | -5.7% |
| 30D | -14.5% | -6.1% | -8.4% | -13.0% |
| 3M | -22.9% | +3.1% | -26.0% | -24.0% |
| 6M | -27.8% | +28.2% | -56.1% | -33.4% |
| YTD | -30.7% | +41.1% | -71.8% | -37.9% |
| 1Y | -15.8% | +61.3% | -77.1% | -27.8% |
| 3Y | -33.2% | +123.6% | -156.9% | -51.3% |
| 5Y | -44.8% | +214.8% | -259.6% | -66.4% |
| All | -44.8% | +211.6% | -256.4% | -66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling