+51.7%
XOP vs BIDU
-51.3%
+103.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.3% | +0.8% |
| 7D | +6.3% | -4.6% | +10.9% | +7.3% |
| 30D | -6.6% | -4.5% | -2.0% | -5.9% |
| 3M | +3.6% | -25.4% | +28.9% | +9.1% |
| 6M | +10.8% | -48.1% | +58.8% | +25.1% |
| YTD | +48.3% | -40.2% | +88.5% | +60.1% |
| 1Y | +42.9% | -35.2% | +78.2% | +51.1% |
| 3Y | +43.3% | -27.1% | +70.4% | +41.5% |
| 5Y | +94.0% | -54.2% | +148.2% | +100.7% |
| All | +51.7% | -51.3% | +103.0% | +34.4% |
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 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