+231.7%
PLD vs RCL
+382.5%
-150.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.5% |
| 7D | -0.8% | +6.5% | -7.3% | -1.9% |
| 30D | -0.3% | +15.9% | -16.1% | -2.8% |
| 3M | -8.0% | +2.7% | -10.7% | -8.7% |
| 6M | -9.8% | +15.2% | -25.0% | -12.6% |
| YTD | +1.8% | +19.2% | -17.5% | -2.8% |
| 1Y | +5.6% | +31.6% | -26.0% | -1.1% |
| 3Y | +33.3% | +274.2% | -240.9% | +2.6% |
| 5Y | +0.3% | +250.1% | -249.8% | -25.3% |
| All | +231.7% | +382.5% | -150.8% | +125.3% |
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