+33.3%
PLD vs OXY
-5.9%
+39.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.3% | -1.2% |
| 7D | -0.8% | -11.9% | +11.1% | +1.2% |
| 30D | -0.3% | -3.1% | +2.9% | +0.1% |
| 3M | -8.0% | +1.1% | -9.1% | -8.6% |
| 6M | -9.8% | +3.2% | -13.0% | -11.2% |
| YTD | +1.8% | +39.0% | -37.3% | -10.0% |
| 1Y | +5.6% | +42.7% | -37.1% | -7.6% |
| 3Y | +33.3% | -3.5% | +36.8% | +21.8% |
| All | +33.3% | -5.9% | +39.2% | +21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling