+43.2%
XOM vs PDD
-42.4%
+85.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | -0.4% |
| 7D | -7.3% | -1.0% | -6.4% | -7.4% |
| 30D | -2.6% | -2.4% | -0.2% | -2.8% |
| 3M | +3.6% | -14.6% | +18.2% | +2.0% |
| 6M | +15.3% | -19.6% | +34.9% | +12.9% |
| YTD | +39.4% | -30.0% | +69.4% | +34.9% |
| 1Y | +43.2% | -42.5% | +85.7% | +35.2% |
| All | +43.2% | -42.4% | +85.5% | +35.2% |
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 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