+42.9%
XOP vs BIDU
-38.7%
+81.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.3% | +1.0% |
| 7D | +6.3% | -4.6% | +10.9% | +5.9% |
| 30D | -6.6% | -4.5% | -2.0% | -6.8% |
| 3M | +3.6% | -25.4% | +28.9% | +1.9% |
| 6M | +10.8% | -48.1% | +58.8% | +6.9% |
| YTD | +48.3% | -40.2% | +88.5% | +46.1% |
| 1Y | +42.9% | -35.2% | +78.2% | +39.9% |
| All | +42.9% | -38.7% | +81.7% | +39.9% |
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