+33.3%
PLD vs CB
+71.5%
-38.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.5% | -0.7% |
| 7D | -0.8% | +0.2% | -1.0% | -0.9% |
| 30D | -0.3% | +9.1% | -9.3% | -3.0% |
| 3M | -8.0% | +3.4% | -11.4% | -9.1% |
| 6M | -9.8% | +14.1% | -23.9% | -13.7% |
| YTD | +1.8% | +18.0% | -16.2% | -3.8% |
| 1Y | +5.6% | +30.1% | -24.5% | -3.3% |
| 3Y | +33.3% | +71.8% | -38.5% | +26.0% |
| All | +33.3% | +71.5% | -38.2% | +26.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling