-0.7%
PLD vs XEL
+46.6%
-47.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.4% | -0.8% |
| 7D | -0.8% | -0.2% | -0.6% | -0.7% |
| 30D | -0.3% | +10.0% | -10.3% | -5.1% |
| 3M | -8.0% | +4.3% | -12.4% | -10.2% |
| 6M | -9.8% | +0.5% | -10.3% | -10.3% |
| YTD | +1.8% | +10.4% | -8.6% | -3.9% |
| 1Y | +5.6% | +2.0% | +3.6% | +3.8% |
| 3Y | +33.3% | +45.6% | -12.3% | +5.8% |
| All | -0.7% | +46.6% | -47.2% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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