+15.5%
CVS vs PLD
+7.1%
+8.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.6% | +0.6% |
| 7D | +12.0% | -1.0% | +13.0% | +12.0% |
| 30D | +2.8% | -1.8% | +4.6% | +2.9% |
| 3M | -3.6% | -6.0% | +2.5% | -2.7% |
| 6M | -1.6% | -8.4% | +6.7% | -0.2% |
| YTD | +16.3% | +4.2% | +12.0% | +18.5% |
| 1Y | +15.5% | +6.2% | +9.3% | +16.4% |
| All | +15.5% | +7.1% | +8.4% | +16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling