+1.5%
PLD vs CF
+125.5%
-123.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.2% | -8.3% | -2.6% |
| 7D | +0.4% | +0.4% | 0.0% | +0.3% |
| 30D | -0.1% | +2.2% | -2.3% | -0.3% |
| 3M | -7.9% | +2.1% | -10.1% | -8.3% |
| 6M | -7.0% | -6.5% | -0.4% | -6.8% |
| YTD | +3.1% | +55.6% | -52.5% | -4.0% |
| 1Y | +7.1% | +42.3% | -35.2% | +0.8% |
| 3Y | +32.9% | +55.7% | -22.9% | +21.6% |
| 5Y | +1.5% | +122.4% | -120.9% | -12.4% |
| All | +1.5% | +125.5% | -123.9% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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