+256.8%
PLD vs RCL
+396.5%
-139.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.0% | -0.2% | +2.3% |
| 7D | +0.7% | +5.0% | -4.3% | -0.2% |
| 30D | +0.8% | +19.4% | -18.6% | -2.3% |
| 3M | -6.1% | +5.9% | -12.0% | -7.3% |
| 6M | -8.0% | +23.8% | -31.8% | -11.9% |
| YTD | +4.7% | +22.8% | -18.2% | -0.6% |
| 1Y | +7.2% | +34.3% | -27.1% | +0.1% |
| 3Y | +39.2% | +276.4% | -237.2% | +7.0% |
| 5Y | +1.9% | +281.6% | -279.7% | -25.2% |
| 10Y | +256.8% | +379.0% | -122.2% | +135.0% |
| All | +256.8% | +396.5% | -139.8% | +135.0% |
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