+76.8%
UAL vs BIDU
-51.7%
+128.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.7% | -3.3% | -5.2% |
| 7D | +0.7% | -2.3% | +3.0% | +1.4% |
| 30D | +7.8% | -7.3% | +15.1% | +10.2% |
| 3M | -11.1% | -26.0% | +14.9% | -3.4% |
| 6M | +16.1% | -44.5% | +60.6% | +35.8% |
| YTD | -0.5% | -40.6% | +40.1% | +12.9% |
| 1Y | +11.3% | -39.8% | +51.1% | +25.3% |
| 3Y | +192.8% | -26.7% | +219.6% | +195.9% |
| 5Y | +123.3% | -54.5% | +177.7% | +142.9% |
| All | +76.8% | -51.7% | +128.4% | +46.3% |
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