+106.4%
UAL vs BIDU
-50.4%
+156.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -7.0% | +4.1% | -0.9% |
| 7D | +3.5% | -2.4% | +5.9% | +4.1% |
| 30D | -16.5% | -15.6% | -0.8% | -12.6% |
| 3M | +2.8% | -22.3% | +25.1% | +9.6% |
| 6M | +17.6% | -22.3% | +39.8% | +24.3% |
| YTD | -3.2% | -29.2% | +26.0% | +4.3% |
| 1Y | +0.4% | -14.8% | +15.3% | +0.9% |
| 3Y | +128.2% | -31.8% | +159.9% | +136.1% |
| 5Y | +137.7% | -43.1% | +180.8% | +139.6% |
| All | +106.4% | -50.4% | +156.7% | +68.7% |
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