+1,747.8%
PLD vs CB
+1,734.9%
+13.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | +0.1% |
| 7D | -2.4% | +0.5% | -2.9% | -2.6% |
| 30D | -2.4% | -3.1% | +0.7% | -1.1% |
| 3M | -3.8% | +9.0% | -12.7% | -7.6% |
| 6M | 0.0% | +2.9% | -2.8% | -1.5% |
| YTD | +9.2% | +10.1% | -0.9% | +4.3% |
| 1Y | +25.9% | +22.8% | +3.1% | +14.3% |
| 3Y | +21.3% | +73.8% | -52.5% | -6.3% |
| 5Y | +14.1% | +99.2% | -85.0% | -17.7% |
| 10Y | +237.9% | +218.2% | +19.7% | +91.5% |
| All | +1,747.8% | +1,734.9% | +13.0% | +555.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling