+249.9%
PLD vs CNC
+90.3%
+159.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.9% |
| 7D | -0.7% | -4.9% | +4.2% | +0.2% |
| 30D | -2.2% | -3.8% | +1.5% | -1.6% |
| 3M | -7.4% | -3.2% | -4.1% | -7.1% |
| 6M | +1.9% | +47.9% | -46.0% | -6.6% |
| YTD | +7.9% | +55.7% | -47.8% | -2.7% |
| 1Y | +25.1% | +106.2% | -81.2% | +5.6% |
| 3Y | +21.9% | -2.1% | +23.9% | +14.9% |
| 5Y | +16.3% | +3.4% | +12.9% | +6.6% |
| 10Y | +249.9% | +91.7% | +158.2% | +180.4% |
| All | +249.9% | +90.3% | +159.6% | +180.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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