+42.1%
CVX vs PDD
-17.2%
+59.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.3% |
| 7D | +3.3% | -4.1% | +7.4% | +3.5% |
| 30D | +12.9% | -9.6% | +22.5% | +13.3% |
| 3M | +11.7% | -4.3% | +16.0% | +11.8% |
| 6M | +14.1% | -18.8% | +32.9% | +14.9% |
| YTD | +40.7% | -27.5% | +68.2% | +42.5% |
| 1Y | +37.5% | -33.6% | +71.1% | +39.9% |
| All | +42.1% | -17.2% | +59.3% | +45.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling