+41.5%
CSX vs PLD
+5.4%
+36.1%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.1% | -2.9% |
| 7D | -5.5% | -0.8% | -4.7% | -5.2% |
| 30D | +4.9% | -0.3% | +5.2% | +4.9% |
| 3M | -2.9% | -8.0% | +5.2% | +0.5% |
| 6M | +8.3% | -9.8% | +18.1% | +12.5% |
| YTD | +36.7% | +1.8% | +35.0% | +33.3% |
| 1Y | +41.5% | +5.6% | +35.9% | +36.7% |
| All | +41.5% | +5.4% | +36.1% | +36.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling