+257.2%
PLD vs OXY
+19.5%
+237.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | +1.3% | +4.2% | -2.9% | +0.7% |
| 30D | -1.4% | -4.3% | +3.0% | -0.9% |
| 3M | -8.2% | +2.3% | -10.4% | -8.7% |
| 6M | -8.0% | +5.5% | -13.5% | -9.2% |
| YTD | +3.2% | +44.9% | -41.7% | -3.6% |
| 1Y | +7.0% | +42.6% | -35.6% | +0.2% |
| 3Y | +38.3% | +0.7% | +37.5% | +35.0% |
| 5Y | +0.2% | +96.9% | -96.7% | -12.6% |
| All | +257.2% | +19.5% | +237.7% | +198.0% |
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