+22.2%
CCL vs PLD
-0.1%
+22.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.9% |
| 7D | +2.6% | -0.8% | +3.4% | +3.4% |
| 30D | +13.1% | -0.3% | +13.4% | +13.4% |
| 3M | +3.3% | -8.0% | +11.3% | +10.0% |
| 6M | +8.7% | -9.8% | +18.5% | +16.8% |
| YTD | -1.6% | +1.8% | -3.4% | -3.1% |
| 1Y | +14.0% | +5.6% | +8.4% | +9.2% |
| 3Y | +145.1% | +33.3% | +111.9% | +87.5% |
| All | +22.2% | -0.1% | +22.3% | -9.3% |
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