+162.6%
CVX vs PDD
-22.7%
+185.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +13.2% |
| 3M | +11.7% | -4.3% | +16.0% | +11.8% |
| 6M | +14.1% | -18.8% | +32.9% | +14.8% |
| YTD | +40.7% | -27.5% | +68.2% | +42.1% |
| 1Y | +37.5% | -33.6% | +71.1% | +39.3% |
| 3Y | +43.9% | -20.4% | +64.3% | +43.6% |
| All | +162.6% | -22.7% | +185.3% | +174.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling