+38.3%
PLD vs RCL
+255.6%
-217.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +1.3% | -1.2% | +2.5% | +1.6% |
| 30D | -1.4% | +17.8% | -19.2% | -4.4% |
| 3M | -8.2% | +4.9% | -13.1% | -9.2% |
| 6M | -8.0% | +23.7% | -31.7% | -12.3% |
| YTD | +3.2% | +17.8% | -14.7% | -2.1% |
| 1Y | +7.0% | +28.9% | -21.9% | -0.7% |
| 3Y | +38.3% | +241.9% | -203.6% | -10.1% |
| All | +38.3% | +255.6% | -217.3% | -10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling