+3.2%
SLB vs BIDU
-24.2%
+27.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.1% |
| 7D | -3.7% | +5.4% | -9.1% | -4.4% |
| 30D | +2.9% | -5.0% | +8.0% | +3.6% |
| 3M | +0.2% | -26.1% | +26.4% | +4.2% |
| 6M | -4.4% | -42.6% | +38.1% | +2.7% |
| YTD | +33.4% | -38.0% | +71.4% | +40.8% |
| 1Y | +40.8% | -35.7% | +76.5% | +47.4% |
| 3Y | +3.2% | -22.9% | +26.1% | +0.2% |
| All | +3.2% | -24.2% | +27.4% | +0.2% |
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