+322.3%
CMG vs PLD
+237.0%
+85.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -1.7% |
| 7D | -6.5% | -0.7% | -5.8% | -6.2% |
| 30D | +12.1% | -2.2% | +14.3% | +13.1% |
| 3M | +20.6% | -7.4% | +28.0% | +24.1% |
| 6M | +2.1% | +1.9% | +0.2% | +1.2% |
| YTD | -2.6% | +7.9% | -10.5% | -5.6% |
| 1Y | -8.7% | +25.1% | -33.8% | -16.6% |
| 3Y | -7.4% | +21.9% | -29.3% | -17.1% |
| 5Y | -5.7% | +16.3% | -22.0% | -15.2% |
| 10Y | +322.3% | +249.9% | +72.5% | +193.2% |
| All | +322.3% | +237.0% | +85.3% | +193.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling