+185.8%
ORCL vs PDD
+210.0%
-24.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.5% | -4.4% | -2.1% |
| 7D | -14.4% | +6.0% | -20.4% | -14.8% |
| 30D | -12.8% | +5.5% | -18.3% | -13.2% |
| 3M | -14.8% | -9.8% | -5.0% | -14.3% |
| 6M | -30.9% | -16.0% | -14.9% | -30.2% |
| YTD | -35.7% | -27.6% | -8.1% | -34.5% |
| 1Y | -49.5% | -38.6% | -10.9% | -48.0% |
| 3Y | +18.6% | -22.8% | +41.4% | +18.8% |
| 5Y | +38.4% | -5.2% | +43.7% | +32.7% |
| All | +185.8% | +210.0% | -24.2% | +133.7% |
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