+415.0%
PLD vs XOP
+67.4%
+347.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -0.8% | -14.7% | +13.9% | +5.7% |
| 30D | -0.3% | -7.7% | +7.4% | +2.7% |
| 3M | -8.0% | +4.4% | -12.5% | -10.4% |
| 6M | -9.8% | +3.5% | -13.3% | -12.4% |
| YTD | +1.8% | +39.4% | -37.6% | -14.0% |
| 1Y | +5.6% | +39.8% | -34.2% | -11.0% |
| 3Y | +33.3% | +29.7% | +3.6% | +13.6% |
| 5Y | +0.3% | +78.6% | -78.3% | -30.3% |
| 10Y | +241.6% | +51.8% | +189.8% | +98.1% |
| All | +415.0% | +67.4% | +347.6% | +105.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling