+264.7%
XOM vs PODD
-55.6%
+320.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +3.0% | +0.8% |
| 7D | +1.9% | -10.6% | +12.4% | +2.7% |
| 30D | +4.1% | -6.9% | +11.0% | +4.6% |
| 3M | +10.4% | -10.6% | +21.0% | +11.0% |
| 6M | +13.0% | -43.5% | +56.5% | +17.3% |
| YTD | +40.1% | -52.6% | +92.7% | +47.4% |
| 1Y | +51.1% | -60.1% | +111.2% | +61.1% |
| 3Y | +57.7% | -21.7% | +79.4% | +55.1% |
| 5Y | +264.7% | -54.6% | +319.3% | +279.9% |
| All | +264.7% | -55.6% | +320.3% | +279.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling