+236.9%
PLD vs CDW
+283.9%
-47.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.4% |
| 7D | -2.4% | +3.2% | -5.6% | -3.5% |
| 30D | -2.4% | +9.3% | -11.7% | -5.8% |
| 3M | -3.8% | +9.8% | -13.6% | -8.3% |
| 6M | 0.0% | +23.3% | -23.3% | -11.4% |
| YTD | +9.2% | +13.7% | -4.4% | -0.4% |
| 1Y | +25.9% | -6.5% | +32.4% | +23.9% |
| 3Y | +21.3% | -25.2% | +46.5% | +28.3% |
| 5Y | +14.1% | -19.5% | +33.6% | +14.4% |
| All | +236.9% | +283.9% | -47.0% | +92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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