+25.0%
PLD vs CHTR
-46.6%
+71.6%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.0% | -5.9% | -1.2% |
| 7D | -2.8% | -7.1% | +4.3% | -2.5% |
| 30D | -3.6% | -10.9% | +7.2% | -3.1% |
| 3M | -7.1% | +2.0% | -9.1% | -7.6% |
| 6M | +0.2% | -35.9% | +36.1% | +2.3% |
| YTD | +6.9% | -32.7% | +39.6% | +8.9% |
| 1Y | +25.0% | -46.6% | +71.6% | +34.2% |
| All | +25.0% | -46.6% | +71.6% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 1y: compounded portfolio wealth divided by compounded CHTR 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…
1y analysis · Full analysis span regression · 6 months rolling