+65.4%
CVS vs PLD
+24.9%
+40.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.3% | -0.3% |
| 7D | +4.0% | -2.4% | +6.3% | +4.5% |
| 30D | -2.4% | -2.4% | 0.0% | -1.9% |
| 3M | +2.7% | -3.8% | +6.4% | +3.4% |
| 6M | +21.9% | 0.0% | +21.9% | +21.7% |
| YTD | +24.7% | +9.2% | +15.5% | +22.3% |
| 1Y | +35.4% | +25.9% | +9.5% | +28.8% |
| All | +65.4% | +24.9% | +40.5% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling