+1,144.9%
STX vs BIDU
-44.5%
+1,189.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -7.0% | +13.4% | +8.0% |
| 7D | +10.7% | -2.4% | +13.2% | +11.2% |
| 30D | +11.3% | -15.6% | +26.9% | +15.4% |
| 3M | +3.2% | -22.3% | +25.5% | +8.8% |
| 6M | +157.0% | -22.3% | +179.2% | +169.5% |
| YTD | +229.2% | -29.2% | +258.4% | +251.6% |
| 1Y | +381.8% | -14.8% | +396.7% | +394.5% |
| 3Y | +1,383.2% | -31.8% | +1,415.0% | +1,442.1% |
| 5Y | +1,144.9% | -43.1% | +1,188.0% | +1,181.5% |
| All | +1,144.9% | -44.5% | +1,189.3% | +1,181.5% |
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 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