+59.7%
XOM vs BIDU
-34.9%
+94.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.6% |
| 7D | +1.9% | -5.2% | +7.1% | +1.9% |
| 30D | +4.1% | -14.5% | +18.6% | +4.3% |
| 3M | +10.4% | -22.9% | +33.3% | +10.9% |
| 6M | +13.0% | -27.8% | +40.8% | +13.7% |
| YTD | +40.1% | -30.7% | +70.7% | +41.0% |
| 1Y | +51.1% | -15.8% | +66.9% | +49.6% |
| All | +59.7% | -34.9% | +94.7% | +49.6% |
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