+15.2%
PLD vs RCL
+249.6%
-234.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -2.4% | -5.1% | +2.7% | -1.4% |
| 30D | -2.4% | -19.0% | +16.6% | +1.6% |
| 3M | -3.8% | -9.6% | +5.8% | -2.3% |
| 6M | 0.0% | -6.7% | +6.7% | +0.5% |
| YTD | +9.2% | -3.9% | +13.2% | +8.2% |
| 1Y | +25.9% | -25.1% | +51.0% | +30.9% |
| 3Y | +21.3% | +179.1% | -157.8% | -6.4% |
| All | +15.2% | +249.6% | -234.4% | -19.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling