+251.6%
ORCL vs BIDU
-51.3%
+302.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.2% | +3.3% |
| 7D | +0.5% | +5.4% | -4.9% | -0.4% |
| 30D | -15.3% | -5.0% | -10.2% | -14.6% |
| 3M | -18.2% | -26.1% | +7.9% | -14.5% |
| 6M | -38.4% | -42.6% | +4.1% | -33.3% |
| YTD | -37.7% | -38.0% | +0.3% | -33.6% |
| 1Y | -49.3% | -35.7% | -13.6% | -46.2% |
| 3Y | +10.6% | -22.9% | +33.6% | +12.0% |
| 5Y | +35.5% | -49.9% | +85.4% | +40.4% |
| 10Y | +251.6% | -52.0% | +303.5% | +213.4% |
| All | +251.6% | -51.3% | +302.9% | +213.4% |
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