+32.8%
LDOS vs BIDU
-25.8%
+58.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.0% | -5.3% | -2.4% |
| 7D | -7.2% | +7.2% | -14.4% | -7.5% |
| 30D | +16.8% | -4.0% | +20.9% | +17.0% |
| 3M | -1.6% | -25.1% | +23.5% | -0.4% |
| 6M | -1.0% | -41.8% | +40.8% | +1.2% |
| YTD | -25.8% | -37.3% | +11.6% | -24.6% |
| 1Y | -31.1% | -35.6% | +4.5% | -30.1% |
| 3Y | +32.8% | -24.5% | +57.3% | +31.7% |
| All | +32.8% | -25.8% | +58.6% | +31.7% |
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