+36.2%
QCOM vs BIDU
-44.5%
+80.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -7.0% | +10.1% | +4.9% |
| 7D | +5.1% | -2.4% | +7.5% | +5.5% |
| 30D | +4.3% | -15.6% | +19.9% | +8.4% |
| 3M | -19.6% | -22.3% | +2.7% | -14.9% |
| 6M | +29.5% | -22.3% | +51.7% | +37.1% |
| YTD | +3.4% | -29.2% | +32.5% | +11.1% |
| 1Y | +10.9% | -14.8% | +25.7% | +12.6% |
| 3Y | +74.8% | -31.8% | +106.6% | +81.0% |
| 5Y | +36.2% | -43.1% | +79.3% | +38.0% |
| All | +36.2% | -44.5% | +80.6% | +38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling