+1,157.1%
XOM vs PLD
+1,585.1%
-428.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.6% | +0.7% |
| 7D | -11.4% | -0.8% | -10.6% | -11.3% |
| 30D | +1.1% | -0.3% | +1.4% | +1.1% |
| 3M | +7.8% | -8.0% | +15.8% | +9.9% |
| 6M | +13.0% | -9.8% | +22.8% | +15.5% |
| YTD | +40.6% | +1.8% | +38.8% | +38.9% |
| 1Y | +49.1% | +5.6% | +43.5% | +45.9% |
| 3Y | +72.9% | +33.3% | +39.6% | +57.3% |
| 5Y | +204.0% | +0.3% | +203.7% | +191.4% |
| 10Y | +205.7% | +241.6% | -35.9% | +112.3% |
| All | +1,157.1% | +1,585.1% | -428.0% | +392.0% |
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