-28.5%
CCL vs PLD
+248.8%
-277.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.3% | +2.2% |
| 7D | +3.1% | +0.7% | +2.4% | +2.7% |
| 30D | +17.5% | +0.8% | +16.7% | +16.9% |
| 3M | +6.8% | -6.1% | +12.9% | +11.7% |
| 6M | +18.7% | -8.0% | +26.7% | +25.3% |
| YTD | +3.0% | +4.7% | -1.6% | -0.3% |
| 1Y | +17.7% | +7.2% | +10.5% | +12.0% |
| 3Y | +155.6% | +39.2% | +116.4% | +96.7% |
| 5Y | +30.2% | +1.9% | +28.3% | +23.1% |
| 10Y | -28.5% | +256.8% | -285.2% | -62.2% |
| All | -28.5% | +248.8% | -277.3% | -62.2% |
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