+244.8%
ORCL vs PLD
+236.3%
+8.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.1% | +1.3% |
| 7D | -11.2% | -0.8% | -10.4% | -10.9% |
| 30D | -18.8% | -0.3% | -18.6% | -18.9% |
| 3M | -18.8% | -8.0% | -10.7% | -16.3% |
| 6M | -39.7% | -9.8% | -29.9% | -38.0% |
| YTD | -39.6% | +1.8% | -41.4% | -41.1% |
| 1Y | -51.7% | +5.6% | -57.3% | -53.7% |
| 3Y | +10.2% | +33.3% | -23.0% | -7.4% |
| 5Y | +30.8% | +0.3% | +30.5% | +21.8% |
| All | +244.8% | +236.3% | +8.5% | +104.8% |
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