+32.7%
ORCL vs PLD
+21.6%
+11.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +3.2% |
| 7D | +5.3% | -2.4% | +7.6% | +5.6% |
| 30D | +10.0% | -2.4% | +12.4% | +10.4% |
| 3M | -32.6% | -3.8% | -28.8% | -32.3% |
| 6M | +4.9% | 0.0% | +4.9% | +4.2% |
| YTD | -17.8% | +9.2% | -27.0% | -20.2% |
| 1Y | -28.0% | +25.9% | -53.9% | -33.4% |
| All | +32.7% | +21.6% | +11.0% | +20.4% |
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