-14.2%
SLB vs PLD
+269.0%
-283.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | -1.2% | -1.0% | -0.2% | -0.8% |
| 30D | +4.5% | -1.8% | +6.3% | +5.2% |
| 3M | -4.6% | -6.0% | +1.5% | -2.3% |
| 6M | -6.3% | -8.4% | +2.1% | -3.4% |
| YTD | +35.0% | +4.2% | +30.7% | +31.7% |
| 1Y | +38.8% | +6.2% | +32.6% | +34.5% |
| 3Y | +3.3% | +37.0% | -33.7% | -11.5% |
| 5Y | +73.6% | +1.2% | +72.4% | +62.9% |
| 10Y | -14.2% | +272.2% | -286.4% | -45.8% |
| All | -14.2% | +269.0% | -283.2% | -45.8% |
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