+321.5%
CSCO vs PLD
+248.8%
+72.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.8% | +2.3% | +4.0% |
| 7D | -2.9% | +0.7% | -3.6% | -3.1% |
| 30D | -16.7% | +0.8% | -17.5% | -16.9% |
| 3M | -18.4% | -6.1% | -12.3% | -16.4% |
| 6M | +2.9% | -8.0% | +10.9% | +5.7% |
| YTD | +30.4% | +4.7% | +25.8% | +26.8% |
| 1Y | +41.4% | +7.2% | +34.2% | +35.9% |
| 3Y | +104.7% | +39.2% | +65.4% | +70.3% |
| 5Y | +96.9% | +1.9% | +95.1% | +84.3% |
| 10Y | +321.5% | +256.8% | +64.7% | +121.4% |
| All | +321.5% | +248.8% | +72.7% | +121.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 10y: compounded portfolio wealth divided by compounded PLD 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…
10y analysis · Full analysis span regression · 6 months rolling