+1.2%
OXY vs BIDU
-34.9%
+36.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.3% |
| 7D | +1.4% | -5.2% | +6.6% | +1.6% |
| 30D | +4.0% | -14.5% | +18.5% | +4.8% |
| 3M | +7.6% | -22.9% | +30.5% | +9.0% |
| 6M | +16.2% | -27.8% | +44.0% | +17.8% |
| YTD | +50.8% | -30.7% | +81.5% | +53.1% |
| 1Y | +34.7% | -15.8% | +50.5% | +32.2% |
| All | +1.2% | -34.9% | +36.1% | +1.9% |
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 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