-19.3%
PDD vs OKE
+70.9%
-90.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.4% |
| 7D | -4.4% | -0.2% | -4.2% | -4.4% |
| 30D | -15.5% | +6.1% | -21.5% | -15.7% |
| 3M | -4.1% | +10.4% | -14.5% | -4.5% |
| 6M | -23.4% | +14.2% | -37.6% | -24.2% |
| YTD | -30.7% | +35.3% | -66.0% | -32.8% |
| 1Y | -37.6% | +40.6% | -78.3% | -39.9% |
| All | -19.3% | +70.9% | -90.2% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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