+43.2%
XOM vs PLD
+7.0%
+36.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | -0.2% |
| 7D | -7.3% | +0.8% | -8.1% | -7.2% |
| 30D | -2.6% | +0.5% | -3.1% | -2.5% |
| 3M | +3.6% | -5.5% | +9.1% | +3.3% |
| 6M | +15.3% | -8.3% | +23.6% | +14.9% |
| YTD | +39.4% | +4.3% | +35.1% | +30.8% |
| 1Y | +43.2% | +7.4% | +35.7% | +33.3% |
| All | +43.2% | +7.0% | +36.2% | +33.3% |
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 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