+231.7%
PLD vs CL
+74.1%
+157.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +0.9% | -0.1% |
| 7D | -0.8% | +1.3% | -2.1% | -1.5% |
| 30D | -0.3% | +11.4% | -11.6% | -6.2% |
| 3M | -8.0% | +4.4% | -12.4% | -10.5% |
| 6M | -9.8% | +10.8% | -20.6% | -15.6% |
| YTD | +1.8% | +25.1% | -23.3% | -11.8% |
| 1Y | +5.6% | +28.0% | -22.4% | -9.8% |
| 3Y | +33.3% | +37.6% | -4.4% | +5.0% |
| 5Y | +0.3% | +39.7% | -39.4% | -22.5% |
| All | +231.7% | +74.1% | +157.6% | +120.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 10y: compounded portfolio wealth divided by compounded CL 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…
10y analysis · Full analysis span regression · 6 months rolling