+222.0%
LHX vs BIDU
-48.7%
+270.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.2% |
| 7D | -4.3% | -8.1% | +3.9% | -3.9% |
| 30D | -15.1% | -12.8% | -2.3% | -14.7% |
| 3M | -21.0% | -21.3% | +0.3% | -20.2% |
| 6M | -32.0% | -27.0% | -5.0% | -31.2% |
| YTD | -15.3% | -30.0% | +14.7% | -14.2% |
| 1Y | -11.1% | -18.3% | +7.2% | -10.7% |
| 3Y | +54.0% | -33.8% | +87.9% | +55.2% |
| 5Y | +17.1% | -44.3% | +61.4% | +18.2% |
| All | +222.0% | -48.7% | +270.7% | +198.7% |
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 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