+1,643.3%
PLD vs RCL
+1,934.7%
-291.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -1.3% |
| 7D | +0.4% | +3.9% | -3.5% | -0.7% |
| 30D | -0.1% | +11.8% | -11.9% | -3.3% |
| 3M | -7.9% | -0.8% | -7.1% | -8.2% |
| 6M | -7.0% | +23.6% | -30.6% | -13.4% |
| YTD | +3.1% | +17.6% | -14.6% | -4.2% |
| 1Y | +7.1% | +28.3% | -21.2% | -3.1% |
| 3Y | +32.9% | +261.4% | -228.6% | -13.3% |
| 5Y | +1.5% | +245.3% | -243.8% | -37.6% |
| 10Y | +245.9% | +381.8% | -135.9% | +48.5% |
| All | +1,643.3% | +1,934.7% | -291.4% | +242.4% |
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