+7.8%
PLD vs XOP
+36.1%
-28.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.8% |
| 7D | +0.7% | -10.0% | +10.7% | 0.0% |
| 30D | +0.8% | -9.1% | +9.9% | +0.2% |
| 3M | -6.1% | +5.1% | -11.2% | -5.5% |
| 6M | -8.0% | +6.4% | -14.4% | -7.5% |
| YTD | +4.7% | +39.7% | -35.1% | -3.1% |
| All | +7.8% | +36.1% | -28.3% | +0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling