+256.9%
PLD vs RCL
+338.4%
-81.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.9% | +2.8% | -0.5% |
| 7D | 0.0% | -0.2% | +0.2% | 0.0% |
| 30D | -3.7% | +14.4% | -18.1% | -6.0% |
| 3M | -7.9% | +5.2% | -13.1% | -9.0% |
| 6M | -9.2% | +26.1% | -35.4% | -13.4% |
| YTD | +3.1% | +17.4% | -14.3% | -1.3% |
| 1Y | +6.2% | +24.7% | -18.5% | +0.4% |
| 3Y | +35.4% | +250.9% | -215.5% | +5.3% |
| 5Y | +0.1% | +293.8% | -293.7% | -26.8% |
| All | +256.9% | +338.4% | -81.5% | +141.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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