+1,108.6%
XOM vs PLD
+1,708.5%
-600.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.5% |
| 7D | +1.8% | -2.4% | +4.1% | +2.4% |
| 30D | +5.9% | -2.4% | +8.3% | +6.4% |
| 3M | +5.6% | -3.8% | +9.4% | +6.3% |
| 6M | +7.9% | 0.0% | +7.8% | +7.2% |
| YTD | +35.2% | +9.2% | +25.9% | +31.4% |
| 1Y | +46.0% | +25.9% | +20.1% | +36.8% |
| 3Y | +55.0% | +21.3% | +33.7% | +44.3% |
| 5Y | +246.3% | +14.1% | +232.2% | +221.6% |
| 10Y | +181.0% | +237.9% | -56.9% | +95.6% |
| All | +1,108.6% | +1,708.5% | -600.0% | +365.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling