+240.1%
PLD vs OKE
+262.7%
-22.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -2.8% | 0.0% | -2.8% | -2.8% |
| 30D | -3.6% | +4.6% | -8.2% | -4.7% |
| 3M | -7.1% | +6.9% | -14.1% | -8.7% |
| 6M | +0.2% | +15.8% | -15.5% | -3.7% |
| YTD | +6.9% | +35.2% | -28.3% | -1.2% |
| 1Y | +25.0% | +37.6% | -12.5% | +15.0% |
| 3Y | +20.8% | +72.0% | -51.3% | +5.0% |
| 5Y | +16.2% | +139.0% | -122.8% | -6.1% |
| All | +240.1% | +262.7% | -22.5% | +148.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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