+30.6%
ORCL vs BIDU
-48.7%
+79.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | +0.4% |
| 7D | -11.2% | +7.2% | -18.3% | -12.1% |
| 30D | -18.8% | -4.0% | -14.8% | -18.3% |
| 3M | -18.8% | -25.1% | +6.3% | -15.4% |
| 6M | -39.7% | -41.8% | +2.0% | -35.1% |
| YTD | -39.6% | -37.3% | -2.3% | -35.9% |
| 1Y | -51.7% | -35.6% | -16.2% | -49.0% |
| 3Y | +10.2% | -24.5% | +34.7% | +12.3% |
| All | +30.6% | -48.7% | +79.3% | +38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling