+256.8%
PLD vs CB
+246.2%
+10.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.3% | +3.0% |
| 7D | +0.7% | -1.5% | +2.2% | +1.4% |
| 30D | +0.8% | +6.5% | -5.7% | -2.2% |
| 3M | -6.1% | +4.1% | -10.2% | -8.0% |
| 6M | -8.0% | +14.4% | -22.4% | -14.0% |
| YTD | +4.7% | +17.5% | -12.8% | -3.6% |
| 1Y | +7.2% | +27.5% | -20.3% | -5.1% |
| 3Y | +39.2% | +71.6% | -32.4% | +5.1% |
| 5Y | +1.9% | +100.6% | -98.7% | -29.5% |
| 10Y | +256.8% | +243.0% | +13.8% | +78.6% |
| All | +256.8% | +246.2% | +10.6% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 10y: compounded portfolio wealth divided by compounded CB 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…
10y analysis · Full analysis span regression · 6 months rolling