+6.2%
PLD vs CB
+29.2%
-23.0%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -1.0% | -1.0% | 0.0% | -0.7% |
| 30D | -1.8% | +7.3% | -9.2% | -3.9% |
| 3M | -6.0% | +7.0% | -13.1% | -7.9% |
| 6M | -8.4% | +16.3% | -24.7% | -12.6% |
| YTD | +4.2% | +19.7% | -15.5% | -0.6% |
| 1Y | +6.2% | +27.8% | -21.6% | +1.4% |
| All | +6.2% | +29.2% | -23.0% | +1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling