+1.5%
PLD vs CAPR
+126.3%
-124.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.6% | +1.4% | -2.1% |
| 7D | +0.4% | +29.7% | -29.3% | +0.2% |
| 30D | -0.1% | +11.0% | -11.1% | -0.2% |
| 3M | -7.9% | +118.8% | -126.8% | -8.8% |
| 6M | -7.0% | -73.9% | +67.0% | -6.5% |
| YTD | +3.1% | -70.2% | +73.3% | +3.4% |
| 1Y | +7.1% | +38.3% | -31.2% | +3.5% |
| 3Y | +32.9% | +199.7% | -166.8% | +13.5% |
| 5Y | +1.5% | +130.6% | -129.0% | -18.7% |
| All | +1.5% | +126.3% | -124.8% | -18.7% |
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