+185.2%
XOM vs PDD
+198.2%
-12.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.4% |
| 7D | -1.5% | -3.8% | +2.3% | -1.4% |
| 30D | -3.2% | -2.4% | -0.8% | -3.1% |
| 3M | +5.0% | -12.7% | +17.7% | +5.5% |
| 6M | +12.9% | -20.0% | +32.9% | +13.7% |
| YTD | +41.3% | -30.3% | +71.6% | +42.9% |
| 1Y | +43.2% | -42.4% | +85.6% | +46.0% |
| 3Y | +77.3% | -27.5% | +104.9% | +77.1% |
| 5Y | +204.8% | -14.9% | +219.7% | +198.0% |
| All | +185.2% | +198.2% | -12.9% | +148.6% |
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