-17.1%
SLB vs PLD
+236.3%
-253.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.1% |
| 7D | -7.1% | -0.8% | -6.3% | -6.8% |
| 30D | +4.1% | -0.3% | +4.4% | +4.1% |
| 3M | -2.6% | -8.0% | +5.4% | +0.5% |
| 6M | -8.6% | -9.8% | +1.2% | -5.2% |
| YTD | +32.2% | +1.8% | +30.4% | +30.3% |
| 1Y | +40.7% | +5.6% | +35.0% | +36.6% |
| 3Y | -4.5% | +33.3% | -37.8% | -17.2% |
| 5Y | +66.4% | +0.3% | +66.1% | +56.5% |
| All | -17.1% | +236.3% | -253.4% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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