+6.4%
OXY vs BIDU
-48.7%
+55.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | +2.8% | -8.1% | +10.9% | +4.6% |
| 30D | +5.5% | -12.8% | +18.3% | +8.1% |
| 3M | +11.3% | -21.3% | +32.6% | +16.1% |
| 6M | +11.6% | -27.0% | +38.6% | +16.6% |
| YTD | +51.6% | -30.0% | +81.6% | +58.9% |
| 1Y | +36.2% | -18.3% | +54.5% | +35.9% |
| 3Y | +1.7% | -33.8% | +35.5% | +3.3% |
| 5Y | +164.5% | -44.3% | +208.8% | +159.9% |
| All | +6.4% | -48.7% | +55.1% | -11.0% |
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