+1.5%
PLD vs CDW
-8.7%
+10.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.1% | +4.0% | -0.5% |
| 7D | +0.4% | -4.1% | +4.5% | +1.3% |
| 30D | -0.1% | +16.7% | -16.8% | -4.7% |
| 3M | -7.9% | +13.6% | -21.5% | -12.1% |
| 6M | -7.0% | +17.0% | -24.0% | -14.3% |
| YTD | +3.1% | +18.1% | -15.1% | -6.2% |
| 1Y | +7.1% | +10.5% | -3.4% | +0.2% |
| 3Y | +32.9% | -20.9% | +53.8% | +38.4% |
| 5Y | +1.5% | -9.3% | +10.9% | -6.3% |
| All | +1.5% | -8.7% | +10.2% | -6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling