+189.6%
ORCL vs PDD
+198.0%
-8.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.2% | -1.5% |
| 7D | +8.0% | -4.9% | +12.9% | +8.3% |
| 30D | -4.0% | -3.0% | -0.9% | -3.9% |
| 3M | -19.5% | -6.2% | -13.3% | -19.2% |
| 6M | -33.5% | -20.7% | -12.8% | -32.6% |
| YTD | -34.8% | -30.4% | -4.5% | -33.4% |
| 1Y | -41.6% | -41.3% | -0.3% | -39.7% |
| 3Y | +13.8% | -27.7% | +41.5% | +14.3% |
| 5Y | +43.4% | -16.9% | +60.3% | +38.3% |
| All | +189.6% | +198.0% | -8.4% | +137.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling