+52.4%
XOP vs BIDU
-16.8%
+69.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | +0.1% |
| 7D | +2.6% | -8.1% | +10.7% | +2.6% |
| 30D | +9.6% | -12.8% | +22.4% | +9.6% |
| 3M | +20.4% | -21.3% | +41.6% | +20.3% |
| 6M | +19.9% | -27.0% | +46.9% | +20.2% |
| YTD | +56.4% | -30.0% | +86.4% | +57.1% |
| 1Y | +52.4% | -18.3% | +70.7% | +51.1% |
| All | +52.4% | -16.8% | +69.3% | +51.1% |
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