+1,747.8%
PLD vs RCL
+1,562.1%
+185.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -2.4% | -5.1% | +2.7% | -1.0% |
| 30D | -2.4% | -19.0% | +16.6% | +3.3% |
| 3M | -3.8% | -9.6% | +5.8% | -1.7% |
| 6M | 0.0% | -6.7% | +6.7% | +0.6% |
| YTD | +9.2% | -3.9% | +13.2% | +7.8% |
| 1Y | +25.9% | -25.1% | +51.0% | +32.3% |
| 3Y | +21.3% | +179.1% | -157.8% | -14.7% |
| 5Y | +14.1% | +243.3% | -229.2% | -29.9% |
| 10Y | +237.9% | +325.8% | -87.9% | +49.3% |
| All | +1,747.8% | +1,562.1% | +185.8% | +285.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling