+52.6%
XOM vs BIDU
-34.6%
+87.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.5% | -9.1% | -4.1% |
| 7D | -7.0% | +1.2% | -8.2% | -6.8% |
| 30D | +3.2% | -7.5% | +10.8% | +2.6% |
| 3M | +10.7% | -28.6% | +39.2% | +7.8% |
| 6M | +11.6% | -36.9% | +48.5% | +8.3% |
| YTD | +43.5% | -38.4% | +81.9% | +40.6% |
| 1Y | +52.6% | -35.7% | +88.2% | +49.7% |
| All | +52.6% | -34.6% | +87.2% | +49.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling