+267.4%
PLD vs CCJ
+802.9%
-535.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | 0.0% |
| 7D | +0.8% | +0.4% | +0.4% | +0.7% |
| 30D | +0.5% | -17.2% | +17.7% | +2.6% |
| 3M | -5.5% | -25.1% | +19.6% | -2.5% |
| 6M | -8.3% | -37.6% | +29.3% | -3.7% |
| YTD | +4.3% | -20.4% | +24.7% | +5.6% |
| 1Y | +7.4% | -22.5% | +30.0% | +9.0% |
| 3Y | +37.1% | +72.5% | -35.4% | +20.5% |
| 5Y | +1.3% | +179.9% | -178.5% | -19.1% |
| 10Y | +267.4% | +772.6% | -505.2% | +132.7% |
| All | +267.4% | +802.9% | -535.5% | +132.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling