+54.1%
CSX vs PLD
+2.0%
+52.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | +0.7% | +0.8% | -0.1% | +0.4% |
| 30D | +8.1% | +0.5% | +7.6% | +7.8% |
| 3M | +2.2% | -5.5% | +7.7% | +4.4% |
| 6M | +14.6% | -8.3% | +22.9% | +18.2% |
| YTD | +42.2% | +4.3% | +37.9% | +39.1% |
| 1Y | +47.3% | +7.4% | +39.9% | +42.3% |
| 3Y | +73.5% | +37.1% | +36.5% | +48.1% |
| 5Y | +54.1% | +1.3% | +52.8% | +37.9% |
| All | +54.1% | +2.0% | +52.2% | +37.9% |
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