+38.3%
PLD vs XOP
+43.8%
-5.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.1% |
| 7D | +1.3% | +6.3% | -5.0% | -0.2% |
| 30D | -1.4% | -6.6% | +5.2% | +0.1% |
| 3M | -8.2% | +3.6% | -11.7% | -9.4% |
| 6M | -8.0% | +10.8% | -18.8% | -11.4% |
| YTD | +3.2% | +48.3% | -45.1% | -12.7% |
| 1Y | +7.0% | +42.9% | -35.9% | -8.2% |
| 3Y | +38.3% | +43.3% | -5.0% | +13.1% |
| All | +38.3% | +43.8% | -5.6% | +13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling