+15.2%
PLD vs XLC
+38.0%
-22.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | 0.0% |
| 7D | -2.4% | -0.8% | -1.5% | -1.9% |
| 30D | -2.4% | +1.0% | -3.5% | -3.1% |
| 3M | -3.8% | -0.7% | -3.1% | -3.7% |
| 6M | 0.0% | -5.1% | +5.2% | +2.9% |
| YTD | +9.2% | -4.3% | +13.5% | +11.6% |
| 1Y | +25.9% | -0.6% | +26.5% | +25.7% |
| 3Y | +21.3% | +72.7% | -51.4% | -13.7% |
| All | +15.2% | +38.0% | -22.8% | -17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling