+44.3%
EXPE vs BIDU
-51.6%
+95.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | -17.8% | -0.8% | -16.9% | -17.6% |
| 30D | -3.2% | -5.4% | +2.2% | -2.1% |
| 3M | -19.0% | -24.7% | +5.7% | -14.2% |
| 6M | +17.7% | -45.3% | +63.0% | +32.6% |
| YTD | -7.8% | -39.0% | +31.2% | 0.0% |
| 1Y | -1.4% | -39.6% | +38.2% | +6.9% |
| 3Y | +121.9% | -24.7% | +146.6% | +116.9% |
| 5Y | +44.3% | -52.3% | +96.6% | +57.2% |
| All | +44.3% | -51.6% | +95.9% | +57.2% |
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 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