+52.6%
XOM vs PODD
-48.3%
+100.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +6.6% | -11.2% | -4.5% |
| 7D | -7.0% | +10.8% | -17.8% | -6.9% |
| 30D | +3.2% | +21.7% | -18.5% | +3.4% |
| 3M | +10.7% | -1.1% | +11.7% | +10.8% |
| 6M | +11.6% | -3.7% | +15.3% | +11.8% |
| YTD | +43.5% | -41.9% | +85.4% | +41.2% |
| 1Y | +52.6% | -48.5% | +101.1% | +50.1% |
| All | +52.6% | -48.3% | +100.9% | +50.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling