+15.2%
PLD vs OXY
+150.6%
-135.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | -2.4% | +1.6% | -4.0% | -2.6% |
| 30D | -2.4% | +11.6% | -14.0% | -4.0% |
| 3M | -3.8% | +2.8% | -6.6% | -4.4% |
| 6M | 0.0% | +13.0% | -13.0% | -2.8% |
| YTD | +9.2% | +47.4% | -38.1% | +1.2% |
| 1Y | +25.9% | +31.5% | -5.6% | +18.8% |
| 3Y | +21.3% | -1.9% | +23.2% | +17.2% |
| All | +15.2% | +150.6% | -135.3% | +8.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling