+3,328.2%
ORCL vs PLD
+1,708.5%
+1,619.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +3.3% |
| 7D | +5.3% | -2.4% | +7.6% | +6.0% |
| 30D | +10.0% | -2.4% | +12.4% | +10.8% |
| 3M | -32.6% | -3.8% | -28.8% | -32.1% |
| 6M | +4.9% | 0.0% | +4.9% | +4.2% |
| YTD | -17.8% | +9.2% | -27.0% | -20.7% |
| 1Y | -28.0% | +25.9% | -53.9% | -34.0% |
| 3Y | +36.0% | +21.3% | +14.7% | +24.2% |
| 5Y | +88.7% | +14.1% | +74.6% | +73.5% |
| 10Y | +346.9% | +237.9% | +109.0% | +192.7% |
| All | +3,328.2% | +1,708.5% | +1,619.6% | +882.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling