+1,005.1%
ORCL vs BIDU
+1,140.5%
-135.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | +0.3% |
| 7D | -11.2% | +7.2% | -18.3% | -12.3% |
| 30D | -18.8% | -4.0% | -14.8% | -18.1% |
| 3M | -18.8% | -25.1% | +6.3% | -14.5% |
| 6M | -39.7% | -41.8% | +2.0% | -33.7% |
| YTD | -39.6% | -37.3% | -2.3% | -34.8% |
| 1Y | -51.7% | -35.6% | -16.2% | -48.2% |
| 3Y | +10.2% | -24.5% | +34.7% | +11.5% |
| 5Y | +30.8% | -48.3% | +79.1% | +33.5% |
| 10Y | +252.1% | -51.2% | +303.2% | +233.3% |
| All | +1,005.1% | +1,140.5% | -135.3% | +490.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling