+835.9%
CDE vs PLD
+23.3%
+812.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.6% | -3.3% |
| 7D | +2.3% | -0.9% | +3.1% | +2.7% |
| 30D | +18.8% | -1.2% | +20.0% | +19.7% |
| 3M | +23.5% | -2.3% | +25.8% | +24.6% |
| 6M | -8.6% | +4.5% | -13.2% | -11.8% |
| YTD | +16.0% | +10.1% | +5.9% | +7.7% |
| 1Y | +42.1% | +25.9% | +16.2% | +19.7% |
| 3Y | +835.9% | +24.4% | +811.5% | +696.4% |
| All | +835.9% | +23.3% | +812.6% | +696.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling