+248.3%
XOM vs PLD
+14.8%
+233.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.6% |
| 7D | +1.8% | -2.4% | +4.1% | +2.2% |
| 30D | +5.9% | -2.4% | +8.3% | +6.3% |
| 3M | +5.6% | -3.8% | +9.4% | +6.2% |
| 6M | +7.9% | 0.0% | +7.8% | +7.4% |
| YTD | +35.2% | +9.2% | +25.9% | +31.9% |
| 1Y | +46.0% | +25.9% | +20.1% | +38.0% |
| 3Y | +55.0% | +21.3% | +33.7% | +45.4% |
| All | +248.3% | +14.8% | +233.6% | +234.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling