+59.7%
XOM vs PODD
-23.0%
+82.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +3.0% | +0.7% |
| 7D | +1.9% | -10.6% | +12.4% | +2.3% |
| 30D | +4.1% | -6.9% | +11.0% | +4.3% |
| 3M | +10.4% | -10.6% | +21.0% | +10.7% |
| 6M | +13.0% | -43.5% | +56.5% | +15.3% |
| YTD | +40.1% | -52.6% | +92.7% | +43.9% |
| 1Y | +51.1% | -60.1% | +111.2% | +56.5% |
| All | +59.7% | -23.0% | +82.7% | +60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling