+7.4%
PLD vs XLC
-3.3%
+10.8%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | +0.8% | +6.2% | -5.4% | -1.1% |
| 30D | +0.5% | -2.4% | +2.8% | +1.2% |
| 3M | -5.5% | -3.3% | -2.2% | -4.5% |
| 6M | -8.3% | -7.3% | -1.0% | -4.9% |
| YTD | +4.3% | -7.6% | +11.9% | +8.0% |
| 1Y | +7.4% | -3.7% | +11.1% | +8.5% |
| All | +7.4% | -3.3% | +10.8% | +8.5% |
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