+203.4%
CVX vs PLD
+236.3%
-32.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.1% | +0.3% |
| 7D | -9.7% | -0.8% | -8.9% | -9.5% |
| 30D | +3.6% | -0.3% | +3.9% | +3.6% |
| 3M | +13.3% | -8.0% | +21.4% | +16.6% |
| 6M | +16.9% | -9.8% | +26.7% | +20.7% |
| YTD | +43.4% | +1.8% | +41.6% | +40.6% |
| 1Y | +44.5% | +5.6% | +38.9% | +39.7% |
| 3Y | +64.0% | +33.3% | +30.7% | +40.1% |
| 5Y | +126.4% | +0.3% | +126.1% | +110.7% |
| All | +203.4% | +236.3% | -32.9% | +67.8% |
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 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