+361.0%
ORLY vs BIDU
-48.7%
+409.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.3% |
| 7D | -2.4% | -8.1% | +5.8% | -1.8% |
| 30D | -6.8% | -12.8% | +6.1% | -6.0% |
| 3M | -4.8% | -21.3% | +16.5% | -3.4% |
| 6M | -9.1% | -27.0% | +17.9% | -7.6% |
| YTD | -5.9% | -30.0% | +24.1% | -4.2% |
| 1Y | -20.4% | -18.3% | -2.1% | -20.3% |
| 3Y | +36.6% | -33.8% | +70.4% | +37.8% |
| 5Y | +117.3% | -44.3% | +161.6% | +117.4% |
| All | +361.0% | -48.7% | +409.7% | +319.5% |
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