+219.2%
CVX vs BIDU
-48.7%
+267.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.5% |
| 7D | +2.6% | -8.1% | +10.7% | +3.7% |
| 30D | +9.8% | -12.8% | +22.7% | +11.5% |
| 3M | +16.2% | -21.3% | +37.5% | +19.2% |
| 6M | +13.6% | -27.0% | +40.6% | +16.9% |
| YTD | +44.4% | -30.0% | +74.4% | +48.8% |
| 1Y | +40.6% | -18.3% | +58.9% | +40.7% |
| 3Y | +48.2% | -33.8% | +82.0% | +49.7% |
| 5Y | +172.3% | -44.3% | +216.6% | +169.4% |
| All | +219.2% | -48.7% | +267.9% | +175.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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