+189.2%
VLO vs BIDU
-33.5%
+222.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -7.0% | +10.2% | +3.8% |
| 7D | +5.8% | -2.4% | +8.2% | +5.9% |
| 30D | +28.3% | -15.6% | +44.0% | +29.9% |
| 3M | +48.7% | -22.3% | +71.0% | +51.4% |
| 6M | +71.9% | -22.3% | +94.2% | +73.8% |
| YTD | +138.7% | -29.2% | +167.8% | +143.0% |
| 1Y | +148.5% | -14.8% | +163.3% | +143.9% |
| All | +189.2% | -33.5% | +222.8% | +180.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling