+1.2%
PLD vs XLC
+42.7%
-41.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | -0.5% |
| 7D | -1.0% | +3.5% | -4.5% | -2.9% |
| 30D | -1.8% | -2.6% | +0.7% | -0.4% |
| 3M | -6.0% | -2.1% | -4.0% | -5.2% |
| 6M | -8.4% | -5.5% | -2.9% | -5.8% |
| YTD | +4.2% | -6.9% | +11.1% | +8.1% |
| 1Y | +6.2% | -3.7% | +9.9% | +7.8% |
| 3Y | +37.0% | +64.2% | -27.2% | -0.3% |
| 5Y | +1.2% | +43.0% | -41.9% | -26.5% |
| All | +1.2% | +42.7% | -41.6% | -26.5% |
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 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