+150.5%
OXY vs PDD
-22.7%
+173.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.7% | -1.0% |
| 7D | +1.6% | -4.1% | +5.7% | +1.9% |
| 30D | +11.6% | -9.6% | +21.2% | +12.3% |
| 3M | +2.8% | -4.3% | +7.1% | +3.0% |
| 6M | +13.0% | -18.8% | +31.8% | +14.2% |
| YTD | +47.4% | -27.5% | +74.9% | +50.1% |
| 1Y | +31.5% | -33.6% | +65.1% | +34.6% |
| 3Y | -1.9% | -20.4% | +18.5% | -2.5% |
| All | +150.5% | -22.7% | +173.1% | +206.0% |
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 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