+107.9%
SHEL vs PDD
+203.8%
-95.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.8% | 0.0% |
| 7D | -5.8% | -1.4% | -4.3% | -5.7% |
| 30D | -1.3% | -1.0% | -0.3% | -1.3% |
| 3M | +12.7% | -12.3% | +25.0% | +13.5% |
| 6M | +19.9% | -18.5% | +38.4% | +21.1% |
| YTD | +38.3% | -29.0% | +67.3% | +40.6% |
| 1Y | +35.7% | -40.7% | +76.4% | +39.5% |
| 3Y | +71.7% | -25.7% | +97.4% | +71.7% |
| 5Y | +158.4% | -3.3% | +161.7% | +147.8% |
| All | +107.9% | +203.8% | -95.8% | +71.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling