+117.8%
ORLY vs PDD
-25.6%
+143.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -2.2% |
| 7D | -2.3% | -4.1% | +1.8% | -2.3% |
| 30D | -8.2% | -13.1% | +4.9% | -8.0% |
| 3M | -3.5% | -3.5% | 0.0% | -3.5% |
| 6M | -9.2% | -21.8% | +12.6% | -8.9% |
| YTD | -5.8% | -29.7% | +23.8% | -5.4% |
| 1Y | -19.3% | -36.2% | +16.9% | -18.8% |
| 3Y | +34.4% | -16.4% | +50.8% | +33.7% |
| 5Y | +117.8% | -23.8% | +141.7% | +119.9% |
| All | +117.8% | -25.6% | +143.5% | +119.9% |
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