+1,725.2%
PLD vs CGNX
+1,064.5%
+660.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -1.9% |
| 7D | -0.7% | +3.2% | -3.9% | -1.5% |
| 30D | -2.2% | -3.7% | +1.5% | -1.6% |
| 3M | -7.4% | +1.0% | -8.4% | -8.7% |
| 6M | +1.9% | +22.1% | -20.2% | -4.7% |
| YTD | +7.9% | +72.7% | -64.8% | -10.0% |
| 1Y | +25.1% | +40.4% | -15.3% | +9.1% |
| 3Y | +21.9% | +45.2% | -23.4% | +1.8% |
| 5Y | +16.3% | -26.7% | +43.0% | +13.3% |
| 10Y | +249.9% | +178.5% | +71.4% | +129.0% |
| All | +1,725.2% | +1,064.5% | +660.7% | +605.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 all: compounded portfolio wealth divided by compounded CGNX 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…
all analysis · Full analysis span regression · 6 months rolling