+15.2%
PLD vs CAPR
+84.7%
-69.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.7% |
| 7D | -2.4% | -2.0% | -0.4% | -2.4% |
| 30D | -2.4% | +139.2% | -141.6% | -3.3% |
| 3M | -3.8% | -66.4% | +62.6% | -3.5% |
| 6M | 0.0% | -63.1% | +63.2% | +0.2% |
| YTD | +9.2% | -67.4% | +76.7% | +9.6% |
| 1Y | +25.9% | +58.2% | -32.3% | +21.2% |
| 3Y | +21.3% | +42.2% | -20.9% | +8.2% |
| All | +15.2% | +84.7% | -69.4% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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