-12.1%
OXY vs PDD
+196.6%
-208.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.2% |
| 7D | +0.6% | -4.4% | +5.1% | +1.0% |
| 30D | +4.5% | -15.5% | +20.0% | +5.8% |
| 3M | +8.9% | -4.1% | +13.0% | +9.1% |
| 6M | +12.5% | -23.4% | +35.9% | +14.3% |
| YTD | +50.5% | -30.7% | +81.1% | +54.1% |
| 1Y | +38.6% | -37.6% | +76.2% | +43.1% |
| 3Y | -1.2% | -17.5% | +16.3% | -2.2% |
| 5Y | +161.6% | -24.6% | +186.3% | +154.8% |
| All | -12.1% | +196.6% | -208.7% | -26.2% |
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