+1,664.3%
PLD vs OXY
+817.7%
+846.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.4% | -1.0% |
| 7D | +0.8% | -5.8% | +6.6% | +2.6% |
| 30D | +0.5% | -5.3% | +5.8% | +2.0% |
| 3M | -5.5% | -2.5% | -3.0% | -5.3% |
| 6M | -8.3% | +8.3% | -16.6% | -11.7% |
| YTD | +4.3% | +40.3% | -36.0% | -8.8% |
| 1Y | +7.4% | +38.8% | -31.4% | -5.8% |
| 3Y | +37.1% | -1.4% | +38.5% | +31.3% |
| 5Y | +1.3% | +92.2% | -90.9% | -27.3% |
| 10Y | +267.4% | +13.7% | +253.7% | +137.0% |
| All | +1,664.3% | +817.7% | +846.6% | +693.9% |
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 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