+252.0%
LDOS vs BIDU
-51.3%
+303.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.3% | +2.4% |
| 7D | -5.8% | +5.4% | -11.2% | -6.3% |
| 30D | +11.6% | -5.0% | +16.6% | +12.0% |
| 3M | -1.0% | -26.1% | +25.1% | +1.5% |
| 6M | +5.1% | -42.6% | +47.6% | +9.8% |
| YTD | -24.0% | -38.0% | +13.9% | -21.5% |
| 1Y | -30.3% | -35.7% | +5.4% | -28.3% |
| 3Y | +37.0% | -22.9% | +59.9% | +36.2% |
| 5Y | +53.4% | -49.9% | +103.2% | +55.1% |
| 10Y | +252.0% | -52.0% | +303.9% | +222.6% |
| All | +252.0% | -51.3% | +303.3% | +222.6% |
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