+1,747.8%
PLD vs CCEP
+1,091.3%
+656.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | +0.3% |
| 7D | -2.4% | -3.1% | +0.7% | -1.3% |
| 30D | -2.4% | -2.6% | +0.2% | -1.6% |
| 3M | -3.8% | +14.9% | -18.7% | -8.5% |
| 6M | 0.0% | +2.3% | -2.2% | -1.0% |
| YTD | +9.2% | +17.8% | -8.6% | +2.8% |
| 1Y | +25.9% | +24.2% | +1.7% | +16.2% |
| 3Y | +21.3% | +84.7% | -63.4% | -3.0% |
| 5Y | +14.1% | +103.2% | -89.1% | -12.8% |
| 10Y | +237.9% | +257.4% | -19.5% | +105.5% |
| All | +1,747.8% | +1,091.3% | +656.5% | +540.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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