+24.7%
PLD vs OKE
+74.0%
-49.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.3% | +0.2% |
| 7D | -0.9% | +1.9% | -2.8% | -1.4% |
| 30D | -1.2% | +12.8% | -14.0% | -4.7% |
| 3M | -2.3% | +11.9% | -14.2% | -5.8% |
| 6M | +4.5% | +14.9% | -10.4% | -0.8% |
| YTD | +10.1% | +37.7% | -27.6% | -2.6% |
| 1Y | +25.9% | +44.1% | -18.2% | +9.1% |
| All | +24.7% | +74.0% | -49.2% | -9.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling