+168.5%
PLD vs CLBK
+66.9%
+101.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.0% |
| 7D | -0.9% | +1.1% | -2.0% | -1.2% |
| 30D | -1.2% | +7.8% | -9.0% | -3.7% |
| 3M | -2.3% | +23.9% | -26.2% | -9.3% |
| 6M | +4.5% | +42.3% | -37.8% | -7.4% |
| YTD | +10.1% | +65.4% | -55.2% | -7.5% |
| 1Y | +25.9% | +70.3% | -44.4% | +4.2% |
| 3Y | +24.4% | +54.5% | -30.0% | +3.8% |
| 5Y | +15.5% | +43.1% | -27.7% | -6.8% |
| All | +168.5% | +66.9% | +101.6% | +94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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