+163.9%
XLE vs PODD
+324.2%
-160.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.7% | +0.3% |
| 7D | -7.9% | -2.5% | -5.4% | -7.7% |
| 30D | -4.8% | +10.7% | -15.6% | -6.1% |
| 3M | +8.4% | +6.1% | +2.2% | +7.3% |
| 6M | +12.7% | -2.8% | +15.5% | +12.1% |
| YTD | +41.3% | -47.3% | +88.6% | +51.1% |
| 1Y | +42.3% | -53.2% | +95.5% | +54.3% |
| 3Y | +65.1% | -2.0% | +67.1% | +59.4% |
| 5Y | +150.2% | -52.9% | +203.1% | +161.4% |
| 10Y | +163.9% | +321.1% | -157.1% | +114.1% |
| All | +163.9% | +324.2% | -160.2% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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