+275.4%
ORCL vs BIDU
-51.7%
+327.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.6% |
| 7D | +10.4% | -2.3% | +12.7% | +10.8% |
| 30D | -11.2% | -7.3% | -3.9% | -10.2% |
| 3M | -16.8% | -26.0% | +9.2% | -13.0% |
| 6M | -31.5% | -44.5% | +13.1% | -25.4% |
| YTD | -33.9% | -40.6% | +6.7% | -29.0% |
| 1Y | -43.3% | -39.8% | -3.5% | -39.2% |
| 3Y | +16.5% | -26.7% | +43.2% | +18.8% |
| 5Y | +45.4% | -54.5% | +99.9% | +53.0% |
| All | +275.4% | -51.7% | +327.1% | +226.7% |
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