+204.0%
XOM vs PLD
+268.0%
-64.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +3.0% | +2.2% |
| 7D | +2.7% | 0.0% | +2.7% | +2.7% |
| 30D | -2.5% | -3.7% | +1.3% | -1.5% |
| 3M | +7.0% | -7.9% | +14.9% | +9.4% |
| 6M | +14.2% | -9.2% | +23.4% | +16.9% |
| YTD | +43.9% | +3.1% | +40.9% | +41.0% |
| 1Y | +47.9% | +6.2% | +41.7% | +43.5% |
| 3Y | +80.6% | +35.4% | +45.2% | +58.2% |
| 5Y | +212.8% | +0.1% | +212.7% | +195.6% |
| All | +204.0% | +268.0% | -64.1% | +88.4% |
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