+130.0%
CVX vs BIDU
-54.4%
+184.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +1.0% | +1.6% |
| 7D | +3.4% | -4.6% | +8.0% | +3.6% |
| 30D | -1.0% | -4.5% | +3.6% | -0.8% |
| 3M | +12.2% | -25.4% | +37.5% | +13.6% |
| 6M | +20.3% | -48.1% | +68.4% | +24.2% |
| YTD | +48.3% | -40.2% | +88.5% | +51.3% |
| 1Y | +46.9% | -35.2% | +82.1% | +48.9% |
| 3Y | +73.1% | -27.1% | +100.2% | +71.4% |
| All | +130.0% | -54.4% | +184.4% | +134.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling