+240.3%
PLD vs CCJ
+1,070.5%
-830.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.7% |
| 7D | -0.9% | +5.9% | -6.8% | -1.5% |
| 30D | -1.2% | +4.7% | -5.9% | -1.8% |
| 3M | -2.3% | -3.3% | +1.0% | -2.2% |
| 6M | +4.5% | -7.0% | +11.5% | +4.7% |
| YTD | +10.1% | +11.5% | -1.3% | +7.4% |
| 1Y | +25.9% | +32.3% | -6.4% | +19.1% |
| 3Y | +24.4% | +176.8% | -152.4% | +3.3% |
| 5Y | +15.5% | +351.8% | -336.3% | -12.8% |
| 10Y | +240.3% | +1,080.5% | -840.2% | +135.1% |
| All | +240.3% | +1,070.5% | -830.2% | +135.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CCJ 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling