+32.1%
CVS vs PLD
+31.5%
+0.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.2% | +4.3% | +3.3% |
| 7D | -7.1% | -0.8% | -6.3% | -7.0% |
| 30D | -4.0% | -0.3% | -3.7% | -4.1% |
| 3M | -12.2% | -8.0% | -4.2% | -10.9% |
| 6M | -2.2% | -9.8% | +7.6% | -0.4% |
| YTD | +8.9% | +1.8% | +7.1% | +8.1% |
| 1Y | +9.9% | +5.6% | +4.3% | +8.2% |
| 3Y | +32.1% | +33.3% | -1.2% | +22.4% |
| All | +32.1% | +31.5% | +0.6% | +22.4% |
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 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