+37.1%
LDOS vs BIDU
-23.6%
+60.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.2% |
| 7D | +1.9% | +3.6% | -1.7% | +1.7% |
| 30D | +12.8% | -6.6% | +19.4% | +13.1% |
| 3M | -1.0% | -27.2% | +26.2% | +0.3% |
| 6M | +6.2% | -43.5% | +49.7% | +8.6% |
| YTD | -23.2% | -39.0% | +15.8% | -21.9% |
| 1Y | -29.5% | -39.8% | +10.3% | -28.3% |
| 3Y | +37.1% | -24.8% | +61.8% | +36.2% |
| All | +37.1% | -23.6% | +60.7% | +36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling