+54.9%
CCL vs PLD
+1,708.5%
-1,653.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.9% | +0.5% |
| 7D | -5.0% | -2.4% | -2.7% | -4.1% |
| 30D | -20.3% | -2.4% | -17.9% | -19.5% |
| 3M | -15.1% | -3.8% | -11.3% | -13.9% |
| 6M | -15.1% | 0.0% | -15.1% | -14.9% |
| YTD | -21.8% | +9.2% | -31.0% | -24.7% |
| 1Y | -24.8% | +25.9% | -50.7% | -32.1% |
| 3Y | +51.9% | +21.3% | +30.6% | +38.5% |
| 5Y | +4.0% | +14.1% | -10.1% | -2.2% |
| 10Y | -42.2% | +237.9% | -280.1% | -64.8% |
| All | +54.9% | +1,708.5% | -1,653.6% | -56.4% |
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 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