+364.1%
ORLY vs PLD
+237.0%
+127.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.3% | +0.9% |
| 7D | -1.0% | -0.7% | -0.3% | -0.8% |
| 30D | -6.7% | -2.2% | -4.4% | -6.0% |
| 3M | -3.8% | -7.4% | +3.6% | -1.6% |
| 6M | -9.0% | +1.9% | -10.9% | -9.8% |
| YTD | -5.6% | +7.9% | -13.5% | -8.3% |
| 1Y | -19.5% | +25.1% | -44.6% | -25.6% |
| 3Y | +34.7% | +21.9% | +12.8% | +22.0% |
| 5Y | +118.0% | +16.3% | +101.7% | +94.7% |
| 10Y | +364.1% | +249.9% | +114.2% | +169.9% |
| All | +364.1% | +237.0% | +127.1% | +169.9% |
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