+191.3%
XOM vs PLD
+237.0%
-45.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.3% | +2.8% |
| 7D | 0.0% | -0.7% | +0.7% | +0.2% |
| 30D | +3.4% | -2.2% | +5.7% | +4.1% |
| 3M | +11.0% | -7.4% | +18.4% | +13.3% |
| 6M | +10.6% | +1.9% | +8.7% | +9.1% |
| YTD | +39.2% | +7.9% | +31.3% | +34.8% |
| 1Y | +52.7% | +25.1% | +27.6% | +41.0% |
| 3Y | +56.8% | +21.9% | +34.9% | +42.8% |
| 5Y | +261.8% | +16.3% | +245.5% | +224.2% |
| 10Y | +191.3% | +249.9% | -58.6% | +80.3% |
| All | +191.3% | +237.0% | -45.7% | +80.3% |
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