+198.7%
PDD vs XOP
+34.5%
+164.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -3.4% |
| 7D | -4.1% | +0.6% | -4.7% | -4.3% |
| 30D | -13.1% | +16.5% | -29.6% | -16.3% |
| 3M | -3.5% | +15.7% | -19.2% | -7.1% |
| 6M | -21.8% | +19.2% | -41.0% | -25.8% |
| YTD | -29.7% | +55.0% | -84.6% | -37.8% |
| 1Y | -36.2% | +54.2% | -90.4% | -43.6% |
| 3Y | -16.4% | +35.9% | -52.2% | -24.8% |
| 5Y | -23.8% | +162.4% | -186.3% | -41.1% |
| All | +198.7% | +34.5% | +164.2% | +310.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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