-0.7%
PLD vs XOP
+94.3%
-95.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.1% |
| 7D | +1.3% | +6.3% | -5.0% | -0.1% |
| 30D | -1.4% | -6.6% | +5.2% | 0.0% |
| 3M | -8.2% | +3.6% | -11.7% | -9.3% |
| 6M | -8.0% | +10.8% | -18.8% | -11.0% |
| YTD | +3.2% | +48.3% | -45.1% | -9.0% |
| 1Y | +7.0% | +42.9% | -35.9% | -4.7% |
| 3Y | +38.3% | +43.3% | -5.0% | +21.1% |
| All | -0.7% | +94.3% | -95.1% | -14.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling