+284.9%
XOM vs PODD
+767.5%
-482.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.4% | -1.5% |
| 7D | +1.8% | +1.6% | +0.1% | +1.6% |
| 30D | +5.9% | +10.7% | -4.8% | +4.6% |
| 3M | +5.6% | +0.7% | +4.8% | +4.9% |
| 6M | +7.9% | -39.3% | +47.1% | +13.3% |
| YTD | +35.2% | -48.1% | +83.3% | +44.5% |
| 1Y | +46.0% | -57.4% | +103.4% | +59.4% |
| 3Y | +55.0% | -23.3% | +78.3% | +54.4% |
| 5Y | +246.3% | -51.3% | +297.6% | +256.8% |
| 10Y | +181.0% | +242.0% | -61.0% | +113.3% |
| All | +284.9% | +767.5% | -482.6% | +110.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling