+242.6%
QCOM vs BIDU
-51.3%
+294.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.3% | -2.8% |
| 7D | +4.3% | -4.6% | +8.8% | +5.6% |
| 30D | -0.1% | -4.5% | +4.5% | +1.4% |
| 3M | +5.2% | -25.4% | +30.6% | +13.9% |
| 6M | -18.4% | -48.1% | +29.7% | -2.3% |
| YTD | +2.4% | -40.2% | +42.6% | +16.4% |
| 1Y | +0.9% | -35.2% | +36.1% | +11.7% |
| 3Y | +48.4% | -27.1% | +75.5% | +51.8% |
| 5Y | +16.6% | -54.2% | +70.8% | +27.6% |
| All | +242.6% | -51.3% | +294.0% | +209.5% |
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