-37.6%
PDD vs XOP
+54.2%
-91.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.4% |
| 7D | -4.4% | +1.0% | -5.4% | -4.3% |
| 30D | -15.5% | +10.8% | -26.3% | -14.8% |
| 3M | -4.1% | +19.5% | -23.5% | -2.7% |
| 6M | -23.4% | +21.6% | -45.0% | -23.6% |
| YTD | -30.7% | +55.8% | -86.5% | -33.9% |
| 1Y | -37.6% | +54.6% | -92.3% | -40.1% |
| All | -37.6% | +54.2% | -91.8% | -40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling