+183.8%
XOM vs PDD
+213.3%
-29.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.4% |
| 7D | -11.4% | +5.6% | -17.0% | -11.6% |
| 30D | +1.1% | +5.8% | -4.7% | +0.9% |
| 3M | +7.8% | -8.6% | +16.4% | +8.1% |
| 6M | +13.0% | -18.8% | +31.9% | +13.8% |
| YTD | +40.6% | -26.8% | +67.4% | +42.0% |
| 1Y | +49.1% | -39.3% | +88.3% | +51.6% |
| 3Y | +72.9% | -22.5% | +95.4% | +72.3% |
| 5Y | +204.0% | -0.8% | +204.7% | +195.1% |
| All | +183.8% | +213.3% | -29.5% | +146.9% |
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