-15.3%
OXY vs PDD
+198.0%
-213.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.5% |
| 7D | +4.2% | -4.9% | +9.1% | +4.6% |
| 30D | -4.3% | -3.0% | -1.3% | -4.2% |
| 3M | +2.3% | -6.2% | +8.5% | +2.6% |
| 6M | +5.5% | -20.7% | +26.3% | +7.1% |
| YTD | +44.9% | -30.4% | +75.2% | +48.2% |
| 1Y | +42.6% | -41.3% | +83.9% | +47.8% |
| 3Y | +0.7% | -27.7% | +28.4% | +0.8% |
| 5Y | +96.9% | -16.9% | +113.7% | +90.1% |
| All | -15.3% | +198.0% | -213.3% | -29.0% |
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