+234.3%
PLD vs XOP
+52.0%
+182.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | -2.4% | +2.6% | -5.0% | -2.9% |
| 30D | -2.4% | +15.4% | -17.9% | -5.3% |
| 3M | -3.8% | +12.1% | -15.9% | -6.2% |
| 6M | 0.0% | +19.7% | -19.7% | -4.4% |
| YTD | +9.2% | +52.4% | -43.2% | -0.9% |
| 1Y | +25.9% | +47.6% | -21.6% | +14.9% |
| 3Y | +21.3% | +34.4% | -13.1% | +11.7% |
| 5Y | +14.1% | +154.4% | -140.3% | -8.2% |
| All | +234.3% | +52.0% | +182.2% | +145.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 10y: compounded portfolio wealth divided by compounded XOP 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…
10y analysis · Full analysis span regression · 6 months rolling