+790.3%
VLO vs BIDU
-51.3%
+841.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.2% |
| 7D | +9.6% | -4.6% | +14.2% | +10.4% |
| 30D | -17.4% | -4.5% | -12.8% | -16.9% |
| 3M | +10.8% | -25.4% | +36.1% | +15.3% |
| 6M | +56.9% | -48.1% | +105.0% | +72.4% |
| YTD | +136.8% | -40.2% | +177.0% | +151.0% |
| 1Y | +120.7% | -35.2% | +155.9% | +130.1% |
| 3Y | +231.9% | -27.1% | +259.0% | +228.8% |
| 5Y | +479.0% | -54.2% | +533.2% | +493.9% |
| All | +790.3% | -51.3% | +841.7% | +604.1% |
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