+39.4%
XOP vs BIDU
-33.9%
+73.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.1% | +0.6% |
| 7D | +1.0% | -2.4% | +3.4% | +1.1% |
| 30D | +10.8% | -16.0% | +26.8% | +12.2% |
| 3M | +19.5% | -24.0% | +43.5% | +21.8% |
| 6M | +21.6% | -24.9% | +46.4% | +23.4% |
| YTD | +55.8% | -29.6% | +85.4% | +59.1% |
| 1Y | +54.6% | -15.2% | +69.8% | +52.8% |
| All | +39.4% | -33.9% | +73.3% | +37.7% |
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 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