+130.4%
EXPE vs BIDU
-51.7%
+182.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +1.1% |
| 7D | -4.2% | -2.3% | -1.9% | -3.7% |
| 30D | -4.5% | -7.3% | +2.8% | -2.8% |
| 3M | -19.7% | -26.0% | +6.3% | -14.2% |
| 6M | +18.3% | -44.5% | +62.8% | +34.2% |
| YTD | -7.3% | -40.6% | +33.3% | +2.0% |
| 1Y | -3.9% | -39.8% | +35.9% | +5.1% |
| 3Y | +123.0% | -26.7% | +149.7% | +120.9% |
| 5Y | +47.9% | -54.5% | +102.4% | +57.2% |
| All | +130.4% | -51.7% | +182.0% | +102.2% |
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