+10.2%
ORCL vs PLD
+31.5%
-21.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.1% | +1.0% |
| 7D | -11.2% | -0.8% | -10.4% | -11.0% |
| 30D | -18.8% | -0.3% | -18.6% | -18.8% |
| 3M | -18.8% | -8.0% | -10.7% | -17.7% |
| 6M | -39.7% | -9.8% | -29.9% | -39.0% |
| YTD | -39.6% | +1.8% | -41.4% | -40.7% |
| 1Y | -51.7% | +5.6% | -57.3% | -53.1% |
| 3Y | +10.2% | +33.3% | -23.0% | -3.0% |
| All | +10.2% | +31.5% | -21.2% | -3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling