+91.1%
EXPE vs BIDU
-44.5%
+135.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -7.0% | -0.9% | -6.5% |
| 7D | -9.8% | -2.4% | -7.3% | -9.3% |
| 30D | -11.5% | -15.6% | +4.1% | -8.6% |
| 3M | +21.7% | -22.3% | +44.0% | +27.5% |
| 6M | +10.4% | -22.3% | +32.6% | +14.3% |
| YTD | -2.5% | -29.2% | +26.6% | +2.3% |
| 1Y | +27.3% | -14.8% | +42.2% | +26.3% |
| 3Y | +153.5% | -31.8% | +185.3% | +157.1% |
| 5Y | +91.1% | -43.1% | +134.2% | +89.3% |
| All | +91.1% | -44.5% | +135.6% | +89.3% |
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