+51.6%
CDE vs PLD
+268.4%
-216.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.3% |
| 7D | -9.6% | +1.3% | -11.0% | -10.3% |
| 30D | -6.7% | -1.4% | -5.3% | -5.9% |
| 3M | -24.2% | -8.2% | -16.1% | -20.1% |
| 6M | -29.1% | -8.0% | -21.1% | -25.8% |
| YTD | -21.5% | +3.2% | -24.7% | -23.4% |
| 1Y | -7.4% | +7.0% | -14.4% | -11.7% |
| 3Y | +596.3% | +38.3% | +558.0% | +459.1% |
| 5Y | +95.7% | +0.2% | +95.6% | +85.8% |
| All | +51.6% | +268.4% | -216.8% | -28.1% |
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