-29.4%
CCL vs PLD
+254.7%
-284.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +5.8% | +0.8% | +5.0% | +5.4% |
| 30D | +17.3% | +0.5% | +16.8% | +17.0% |
| 3M | +11.3% | -5.5% | +16.8% | +15.9% |
| 6M | +18.5% | -8.3% | +26.8% | +25.3% |
| YTD | +2.8% | +4.3% | -1.5% | -0.3% |
| 1Y | +16.7% | +7.4% | +9.3% | +10.9% |
| 3Y | +146.0% | +37.1% | +109.0% | +91.3% |
| 5Y | +33.6% | +1.3% | +32.3% | +26.9% |
| 10Y | -29.4% | +267.4% | -296.8% | -64.4% |
| All | -29.4% | +254.7% | -284.1% | -64.4% |
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