-3.5%
OXY vs PDD
-23.2%
+19.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | -11.9% | +5.6% | -17.5% | -12.1% |
| 30D | -3.1% | +5.8% | -8.9% | -3.4% |
| 3M | +1.1% | -8.6% | +9.7% | +1.5% |
| 6M | +3.2% | -18.8% | +22.1% | +4.4% |
| YTD | +39.0% | -26.8% | +65.8% | +41.6% |
| 1Y | +42.7% | -39.3% | +82.0% | +47.7% |
| 3Y | -3.5% | -22.5% | +19.0% | -3.7% |
| All | -3.5% | -23.2% | +19.7% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling