+231.7%
PLD vs CLX
+19.4%
+212.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -0.8% | +13.6% | -14.4% | -4.4% |
| 30D | -0.3% | +23.4% | -23.6% | -6.2% |
| 3M | -8.0% | -2.8% | -5.2% | -7.5% |
| 6M | -9.8% | +14.0% | -23.8% | -14.0% |
| YTD | +1.8% | +4.2% | -2.4% | -0.7% |
| 1Y | +5.6% | -1.2% | +6.8% | +4.6% |
| 3Y | +33.3% | -12.7% | +45.9% | +35.7% |
| 5Y | +0.3% | -26.5% | +26.8% | +5.2% |
| All | +231.7% | +19.4% | +212.3% | +162.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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