+9.3%
PLD vs XLC
-5.6%
+14.8%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.5% | -1.7% | +0.7% |
| 7D | +4.9% | +1.8% | +3.1% | +4.3% |
| 30D | +2.6% | -6.0% | +8.5% | +4.5% |
| 3M | -4.8% | -6.0% | +1.2% | -3.0% |
| 6M | -3.9% | -9.1% | +5.2% | 0.0% |
| YTD | +5.3% | -10.0% | +15.3% | +9.6% |
| 1Y | +9.3% | -5.8% | +15.1% | +11.4% |
| All | +9.3% | -5.6% | +14.8% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 1y: compounded portfolio wealth divided by compounded XLC 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…
1y analysis · Full analysis span regression · 6 months rolling