+11.0%
CMCSA vs PLD
+236.3%
-225.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.8% |
| 7D | +5.0% | -0.8% | +5.8% | +5.4% |
| 30D | +16.5% | -0.3% | +16.7% | +16.5% |
| 3M | -1.6% | -8.0% | +6.4% | +1.3% |
| 6M | -5.0% | -9.8% | +4.8% | -1.9% |
| YTD | -8.3% | +1.8% | -10.1% | -9.5% |
| 1Y | +0.4% | +5.6% | -5.2% | -2.3% |
| 3Y | -31.0% | +33.3% | -64.2% | -40.1% |
| 5Y | -42.5% | +0.3% | -42.8% | -45.7% |
| All | +11.0% | +236.3% | -225.3% | -26.7% |
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 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