+334.0%
ORLY vs PDD
+210.2%
+123.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.6% |
| 7D | -0.7% | -4.1% | +3.4% | -0.6% |
| 30D | -5.9% | -9.6% | +3.7% | -5.7% |
| 3M | -0.6% | -4.3% | +3.7% | -0.5% |
| 6M | -6.8% | -18.8% | +12.0% | -6.3% |
| YTD | -3.6% | -27.5% | +23.9% | -2.8% |
| 1Y | -16.3% | -33.6% | +17.3% | -15.4% |
| 3Y | +39.1% | -20.4% | +59.6% | +38.4% |
| 5Y | +125.4% | -19.6% | +145.0% | +119.2% |
| All | +334.0% | +210.2% | +123.8% | +265.3% |
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 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