+1,621.7%
PLD vs OXY
+809.3%
+812.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.3% | -1.2% |
| 7D | -0.8% | -11.9% | +11.1% | +3.0% |
| 30D | -0.3% | -3.1% | +2.9% | +0.5% |
| 3M | -8.0% | +1.1% | -9.1% | -8.9% |
| 6M | -9.8% | +3.2% | -13.0% | -11.8% |
| YTD | +1.8% | +39.0% | -37.3% | -10.7% |
| 1Y | +5.6% | +42.7% | -37.1% | -8.2% |
| 3Y | +33.3% | -3.5% | +36.8% | +28.6% |
| 5Y | +0.3% | +81.3% | -81.1% | -26.7% |
| 10Y | +241.6% | +11.2% | +230.4% | +122.5% |
| All | +1,621.7% | +809.3% | +812.4% | +677.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling