+144.4%
CVX vs PDD
+213.3%
-68.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.1% |
| 7D | -9.7% | +5.6% | -15.4% | -10.0% |
| 30D | +3.6% | +5.8% | -2.1% | +3.4% |
| 3M | +13.3% | -8.6% | +21.9% | +13.7% |
| 6M | +16.9% | -18.8% | +35.7% | +17.8% |
| YTD | +43.4% | -26.8% | +70.2% | +45.0% |
| 1Y | +44.5% | -39.3% | +83.8% | +47.4% |
| 3Y | +64.0% | -22.5% | +86.5% | +63.6% |
| 5Y | +126.4% | -0.8% | +127.2% | +119.5% |
| All | +144.4% | +213.3% | -68.9% | +102.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling