+33.3%
ORCL vs BIDU
-32.1%
+65.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -7.0% | +9.3% | +3.7% |
| 7D | +15.0% | -2.4% | +17.4% | +15.4% |
| 30D | +10.5% | -15.6% | +26.2% | +13.9% |
| 3M | -23.0% | -22.3% | -0.7% | -19.5% |
| 6M | +7.0% | -22.3% | +29.3% | +11.7% |
| YTD | -15.8% | -29.2% | +13.4% | -11.2% |
| 1Y | -31.1% | -14.8% | -16.3% | -29.1% |
| 3Y | +33.3% | -31.8% | +65.1% | +37.3% |
| All | +33.3% | -32.1% | +65.3% | +37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling