+3,476.8%
STX vs BIDU
-49.1%
+3,525.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.6% | -1.1% | -2.3% |
| 7D | +8.0% | -5.2% | +13.2% | +9.2% |
| 30D | +5.1% | -14.5% | +19.6% | +8.9% |
| 3M | +5.8% | -22.9% | +28.6% | +12.0% |
| 6M | +124.9% | -27.8% | +152.8% | +140.6% |
| YTD | +213.9% | -30.7% | +244.6% | +238.3% |
| 1Y | +350.4% | -15.8% | +366.2% | +362.8% |
| 3Y | +1,314.2% | -33.2% | +1,347.4% | +1,382.5% |
| 5Y | +1,092.8% | -44.8% | +1,137.6% | +1,131.5% |
| All | +3,476.8% | -49.1% | +3,525.9% | +3,236.2% |
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 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