+251.6%
ORCL vs PLD
+248.8%
+2.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.8% | +0.4% | +2.1% |
| 7D | +0.5% | +0.7% | -0.2% | +0.2% |
| 30D | -15.3% | +0.8% | -16.1% | -15.6% |
| 3M | -18.2% | -6.1% | -12.1% | -16.4% |
| 6M | -38.4% | -8.0% | -30.4% | -37.0% |
| YTD | -37.7% | +4.7% | -42.4% | -39.8% |
| 1Y | -49.3% | +7.2% | -56.5% | -51.6% |
| 3Y | +10.6% | +39.2% | -28.6% | -8.8% |
| 5Y | +35.5% | +1.9% | +33.6% | +25.5% |
| 10Y | +251.6% | +256.8% | -5.2% | +99.5% |
| All | +251.6% | +248.8% | +2.8% | +99.5% |
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