+201.5%
PDD vs XOP
+21.2%
+180.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.3% | -3.1% |
| 7D | -1.4% | -10.0% | +8.6% | +0.9% |
| 30D | -1.0% | -9.1% | +8.0% | +0.8% |
| 3M | -12.3% | +5.1% | -17.3% | -13.8% |
| 6M | -18.5% | +6.4% | -24.9% | -20.5% |
| YTD | -29.0% | +39.7% | -68.7% | -36.0% |
| 1Y | -40.7% | +37.2% | -78.0% | -46.3% |
| 3Y | -25.7% | +37.6% | -63.3% | -33.7% |
| 5Y | -3.3% | +76.5% | -79.8% | -19.1% |
| All | +201.5% | +21.2% | +180.3% | +322.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling