+362.3%
CSCO vs PLD
+238.1%
+124.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.8% |
| 7D | -0.7% | -2.4% | +1.7% | +0.3% |
| 30D | -10.1% | -2.4% | -7.7% | -9.3% |
| 3M | -15.7% | -3.8% | -11.9% | -14.9% |
| 6M | +36.3% | 0.0% | +36.2% | +35.2% |
| YTD | +43.8% | +9.2% | +34.6% | +37.5% |
| 1Y | +63.9% | +25.9% | +38.0% | +47.3% |
| 3Y | +104.4% | +21.3% | +83.0% | +81.4% |
| 5Y | +111.4% | +14.1% | +97.2% | +87.7% |
| All | +362.3% | +238.1% | +124.2% | +152.8% |
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