-3.3%
SLB vs PLD
+236.1%
-239.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | +0.8% | -2.4% | +3.2% | +1.8% |
| 30D | +15.8% | -2.4% | +18.3% | +16.8% |
| 3M | -0.3% | -3.8% | +3.4% | +0.8% |
| 6M | +21.3% | 0.0% | +21.3% | +20.7% |
| YTD | +52.3% | +9.2% | +43.1% | +46.0% |
| 1Y | +63.6% | +25.9% | +37.7% | +47.8% |
| 3Y | +3.8% | +21.3% | -17.5% | -6.7% |
| 5Y | +128.6% | +14.1% | +114.5% | +103.5% |
| All | -3.3% | +236.1% | -239.5% | -42.1% |
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