+43.6%
XLE vs PLD
+5.4%
+38.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | 0.0% |
| 7D | -12.0% | -0.8% | -11.2% | -12.0% |
| 30D | -2.7% | -0.3% | -2.5% | -2.7% |
| 3M | +6.6% | -8.0% | +14.6% | +6.6% |
| 6M | +9.5% | -9.8% | +19.3% | +9.5% |
| YTD | +40.6% | +1.8% | +38.8% | +33.1% |
| 1Y | +43.6% | +5.6% | +38.0% | +34.9% |
| All | +43.6% | +5.4% | +38.2% | +34.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling