+46.7%
CDE vs PLD
+23.6%
+23.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.7% | +2.7% |
| 7D | -2.0% | -0.7% | -1.3% | -1.7% |
| 30D | +15.7% | -2.2% | +17.9% | +17.0% |
| 3M | +30.5% | -7.4% | +37.9% | +35.9% |
| 6M | -7.4% | +1.9% | -9.3% | -10.0% |
| YTD | +17.9% | +7.9% | +10.0% | +14.1% |
| 1Y | +46.7% | +25.1% | +21.6% | +36.7% |
| All | +46.7% | +23.6% | +23.1% | +36.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling