+114.0%
CSCO vs PLD
+16.6%
+97.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.3% |
| 7D | -0.5% | -0.9% | +0.3% | -0.3% |
| 30D | -10.1% | -1.2% | -8.9% | -9.8% |
| 3M | -11.7% | -2.3% | -9.4% | -11.5% |
| 6M | +40.1% | +4.5% | +35.6% | +37.2% |
| YTD | +43.8% | +10.1% | +33.6% | +38.4% |
| 1Y | +66.6% | +25.9% | +40.7% | +53.1% |
| 3Y | +108.5% | +24.4% | +84.1% | +87.9% |
| 5Y | +114.0% | +15.5% | +98.5% | +96.9% |
| All | +114.0% | +16.6% | +97.4% | +96.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling