+410.7%
ORLY vs PLD
+254.7%
+156.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -0.7% | +0.8% | -1.5% | -0.9% |
| 30D | +3.4% | +0.5% | +2.9% | +3.1% |
| 3M | -3.1% | -5.5% | +2.4% | -1.5% |
| 6M | -3.8% | -8.3% | +4.5% | -1.5% |
| YTD | -2.0% | +4.3% | -6.3% | -3.9% |
| 1Y | -8.9% | +7.4% | -16.3% | -11.5% |
| 3Y | +36.0% | +37.1% | -1.1% | +17.4% |
| 5Y | +106.9% | +1.3% | +105.6% | +95.4% |
| 10Y | +410.7% | +267.4% | +143.3% | +191.7% |
| All | +410.7% | +254.7% | +156.1% | +191.7% |
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