+25.9%
LMT vs BIDU
-34.6%
+60.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +4.5% | -11.4% | -6.8% |
| 7D | -5.5% | +1.2% | -6.7% | -5.4% |
| 30D | +17.5% | -7.5% | +25.0% | +17.6% |
| 3M | +1.6% | -28.6% | +30.2% | +2.2% |
| 6M | +16.3% | -36.9% | +53.2% | +17.5% |
| YTD | +25.3% | -38.4% | +63.7% | +26.8% |
| 1Y | +25.9% | -35.7% | +61.5% | +27.8% |
| All | +25.9% | -34.6% | +60.5% | +27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling