+202.9%
CDE vs PLD
+13.9%
+189.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.7% | +2.9% |
| 7D | -2.0% | -0.7% | -1.3% | -1.6% |
| 30D | +15.7% | -2.2% | +17.9% | +17.3% |
| 3M | +30.5% | -7.4% | +37.9% | +36.4% |
| 6M | -7.4% | +1.9% | -9.3% | -8.9% |
| YTD | +17.9% | +7.9% | +10.0% | +11.5% |
| 1Y | +46.7% | +25.1% | +21.6% | +25.8% |
| 3Y | +851.3% | +21.9% | +829.4% | +710.6% |
| 5Y | +202.9% | +16.3% | +186.6% | +162.7% |
| All | +202.9% | +13.9% | +189.1% | +162.7% |
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 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