+22,103.8%
ORLY vs PLD
+1,708.5%
+20,395.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | -0.7% | -2.4% | +1.7% | -0.1% |
| 30D | -5.9% | -2.4% | -3.5% | -5.3% |
| 3M | -0.6% | -3.8% | +3.2% | +0.3% |
| 6M | -6.8% | 0.0% | -6.8% | -6.9% |
| YTD | -3.6% | +9.2% | -12.9% | -6.2% |
| 1Y | -16.3% | +25.9% | -42.2% | -21.7% |
| 3Y | +39.1% | +21.3% | +17.8% | +28.8% |
| 5Y | +125.4% | +14.1% | +111.3% | +108.4% |
| 10Y | +366.5% | +237.9% | +128.7% | +217.8% |
| All | +22,103.8% | +1,708.5% | +20,395.3% | +7,354.6% |
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