+240.3%
PLD vs OXY
+2.2%
+238.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.7% |
| 7D | -0.9% | -0.5% | -0.4% | -0.8% |
| 30D | -1.2% | +8.5% | -9.7% | -2.4% |
| 3M | -2.3% | +6.0% | -8.3% | -3.4% |
| 6M | +4.5% | +13.0% | -8.5% | +1.8% |
| YTD | +10.1% | +48.9% | -38.7% | +2.6% |
| 1Y | +25.9% | +36.4% | -10.5% | +18.7% |
| 3Y | +24.4% | -2.3% | +26.7% | +22.1% |
| 5Y | +15.5% | +160.6% | -145.2% | -3.7% |
| 10Y | +240.3% | +2.0% | +238.3% | +189.9% |
| All | +240.3% | +2.2% | +238.1% | +189.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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