+37.5%
CVX vs PDD
-33.4%
+70.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.2% |
| 7D | +3.3% | -4.1% | +7.4% | +3.0% |
| 30D | +12.9% | -9.6% | +22.5% | +12.0% |
| 3M | +11.7% | -4.3% | +16.0% | +11.5% |
| 6M | +14.1% | -18.8% | +32.9% | +12.8% |
| YTD | +40.7% | -27.5% | +68.2% | +39.4% |
| 1Y | +37.5% | -33.6% | +71.1% | +36.4% |
| All | +37.5% | -33.4% | +70.9% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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