+29.8%
ORCL vs PLD
0.0%
+29.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.1% | -4.8% | -6.3% |
| 7D | -17.5% | +0.4% | -17.9% | -17.6% |
| 30D | -20.2% | -0.1% | -20.1% | -20.2% |
| 3M | -19.9% | -7.9% | -12.0% | -18.1% |
| 6M | -37.4% | -7.0% | -30.5% | -36.6% |
| YTD | -40.1% | +3.1% | -43.2% | -41.6% |
| 1Y | -53.4% | +7.1% | -60.5% | -55.2% |
| 3Y | +10.4% | +32.9% | -22.5% | -5.8% |
| 5Y | +29.8% | +1.5% | +28.2% | +18.3% |
| All | +29.8% | 0.0% | +29.8% | +18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling