+655.3%
BIDU vs WCC
+1,042.1%
-386.8%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.5% | -9.4% | -7.8% |
| 7D | -2.4% | +8.5% | -10.9% | -5.2% |
| 30D | -15.6% | -1.0% | -14.7% | -15.3% |
| 3M | -22.3% | +2.1% | -24.4% | -23.6% |
| 6M | -22.3% | +36.8% | -59.1% | -31.4% |
| YTD | -29.2% | +47.7% | -76.9% | -39.5% |
| 1Y | -14.8% | +66.5% | -81.3% | -30.7% |
| 3Y | -31.8% | +134.2% | -165.9% | -54.3% |
| 5Y | -43.1% | +231.6% | -274.8% | -68.4% |
| 10Y | -50.6% | +508.1% | -558.7% | -81.6% |
| All | +655.3% | +1,042.1% | -386.8% | +106.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling