+1,478.4%
CSCO vs PLD
+1,606.2%
-127.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.1% | -5.5% | -6.9% |
| 7D | -11.9% | +0.4% | -12.3% | -11.9% |
| 30D | -18.8% | -0.1% | -18.7% | -18.8% |
| 3M | -21.2% | -7.9% | -13.3% | -19.2% |
| 6M | +1.9% | -7.0% | +8.8% | +3.7% |
| YTD | +26.1% | +3.1% | +23.0% | +24.1% |
| 1Y | +34.7% | +7.1% | +27.6% | +30.8% |
| 3Y | +94.0% | +32.9% | +61.2% | +72.8% |
| 5Y | +91.6% | +1.5% | +90.1% | +82.9% |
| 10Y | +323.2% | +245.9% | +77.3% | +172.4% |
| All | +1,478.4% | +1,606.2% | -127.8% | +381.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling