+1.5%
PLD vs CI
+54.1%
-52.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.9% | -1.9% |
| 7D | +0.4% | +1.0% | -0.6% | +0.2% |
| 30D | -0.1% | +9.9% | -10.0% | -2.1% |
| 3M | -7.9% | +12.1% | -20.0% | -10.2% |
| 6M | -7.0% | +10.6% | -17.6% | -9.2% |
| YTD | +3.1% | +11.4% | -8.3% | +0.2% |
| 1Y | +7.1% | +18.8% | -11.7% | +2.6% |
| 3Y | +32.9% | +2.9% | +30.0% | +28.9% |
| 5Y | +1.5% | +54.5% | -53.0% | -16.3% |
| All | +1.5% | +54.1% | -52.6% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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