+67.8%
CSX vs PLD
+14.8%
+53.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.2% |
| 7D | -3.4% | -2.4% | -1.0% | -2.4% |
| 30D | -3.1% | -2.4% | -0.7% | -2.1% |
| 3M | +7.2% | -3.8% | +11.0% | +8.6% |
| 6M | +16.2% | 0.0% | +16.1% | +15.8% |
| YTD | +37.5% | +9.2% | +28.3% | +32.2% |
| 1Y | +53.2% | +25.9% | +27.3% | +38.8% |
| 3Y | +68.2% | +21.3% | +46.9% | +51.3% |
| All | +67.8% | +14.8% | +53.0% | +49.8% |
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 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