+17.5%
LUV vs BIDU
-48.7%
+66.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.3% |
| 7D | -1.0% | -8.1% | +7.2% | +0.6% |
| 30D | -12.4% | -12.8% | +0.5% | -10.3% |
| 3M | -11.0% | -21.3% | +10.3% | -7.4% |
| 6M | -5.0% | -27.0% | +22.0% | -0.3% |
| YTD | -3.8% | -30.0% | +26.3% | +1.2% |
| 1Y | +25.9% | -18.3% | +44.2% | +27.4% |
| 3Y | +42.2% | -33.8% | +76.1% | +45.9% |
| 5Y | -10.8% | -44.3% | +33.5% | -10.2% |
| All | +17.5% | -48.7% | +66.1% | +5.9% |
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