+14.2%
LMT vs BIDU
-16.8%
+31.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.1% |
| 7D | -0.2% | -8.1% | +7.9% | -0.1% |
| 30D | -13.1% | -12.8% | -0.2% | -12.9% |
| 3M | -3.9% | -21.3% | +17.4% | -3.4% |
| 6M | -18.3% | -27.0% | +8.7% | -17.8% |
| YTD | +10.3% | -30.0% | +40.4% | +11.3% |
| 1Y | +14.2% | -18.3% | +32.5% | +16.1% |
| All | +14.2% | -16.8% | +31.1% | +16.1% |
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