+11.7%
CRCL vs PLD
+30.3%
-18.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.3% | -2.5% |
| 7D | +4.9% | -0.7% | +5.6% | +5.3% |
| 30D | +38.7% | -2.2% | +40.9% | +40.0% |
| 3M | +14.7% | -7.4% | +22.0% | +17.6% |
| 6M | -16.9% | +1.9% | -18.8% | -18.3% |
| YTD | +17.3% | +7.9% | +9.4% | +12.5% |
| 1Y | -21.2% | +25.1% | -46.3% | -28.6% |
| All | +11.7% | +30.3% | -18.6% | +7.6% |
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