+15.5%
PLD vs SCCO
+339.1%
-323.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.9% | -4.1% | -0.1% |
| 7D | -0.9% | +3.4% | -4.3% | -1.6% |
| 30D | -1.2% | +6.6% | -7.8% | -2.6% |
| 3M | -2.3% | +24.5% | -26.8% | -7.3% |
| 6M | +4.5% | +16.5% | -12.0% | -0.3% |
| YTD | +10.1% | +52.1% | -42.0% | -2.3% |
| 1Y | +25.9% | +114.2% | -88.3% | +2.1% |
| 3Y | +24.4% | +207.4% | -183.0% | -11.3% |
| 5Y | +15.5% | +353.7% | -338.3% | -26.4% |
| All | +15.5% | +339.1% | -323.7% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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