+593.0%
CEG vs PLD
-4.7%
+597.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | +12.1% | +1.3% | +10.8% | +11.6% |
| 30D | +0.2% | -1.4% | +1.6% | +0.8% |
| 3M | +0.7% | -8.2% | +8.9% | +4.2% |
| 6M | +2.2% | -8.0% | +10.3% | +5.4% |
| YTD | -20.3% | +3.2% | -23.5% | -21.7% |
| 1Y | -16.1% | +7.0% | -23.1% | -18.9% |
| 3Y | +134.7% | +38.3% | +96.4% | +92.6% |
| All | +593.0% | -4.7% | +597.7% | +586.9% |
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