+52.6%
XOM vs PDD
-38.2%
+90.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.5% | -7.1% | -4.3% |
| 7D | -7.0% | +6.0% | -13.0% | -6.2% |
| 30D | +3.2% | +5.5% | -2.2% | +4.0% |
| 3M | +10.7% | -9.8% | +20.4% | +9.7% |
| 6M | +11.6% | -16.0% | +27.6% | +10.2% |
| YTD | +43.5% | -27.6% | +71.0% | +39.6% |
| 1Y | +52.6% | -38.6% | +91.2% | +46.4% |
| All | +52.6% | -38.2% | +90.8% | +46.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling