+427.5%
ORLY vs PLD
+268.4%
+159.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +2.6% | +1.3% | +1.2% | +2.1% |
| 30D | +6.3% | -1.4% | +7.7% | +6.7% |
| 3M | -0.4% | -8.2% | +7.7% | +2.1% |
| 6M | +2.8% | -8.0% | +10.8% | +5.2% |
| YTD | +1.1% | +3.2% | -2.1% | -0.6% |
| 1Y | -6.3% | +7.0% | -13.3% | -8.9% |
| 3Y | +38.9% | +38.3% | +0.6% | +19.4% |
| 5Y | +113.1% | +0.2% | +112.9% | +101.9% |
| All | +427.5% | +268.4% | +159.1% | +198.3% |
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 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