+209.1%
CVX vs PLD
+238.1%
-28.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.0% |
| 7D | +3.3% | -2.4% | +5.7% | +4.2% |
| 30D | +12.9% | -2.4% | +15.3% | +13.8% |
| 3M | +11.7% | -3.8% | +15.5% | +13.0% |
| 6M | +14.1% | 0.0% | +14.1% | +13.2% |
| YTD | +40.7% | +9.2% | +31.5% | +34.7% |
| 1Y | +37.5% | +25.9% | +11.6% | +24.2% |
| 3Y | +43.9% | +21.3% | +22.6% | +28.4% |
| 5Y | +161.5% | +14.1% | +147.3% | +130.0% |
| All | +209.1% | +238.1% | -28.9% | +69.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling