+15.5%
PLD vs CNC
+1.4%
+14.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.7% | +4.5% | +1.2% |
| 7D | -0.9% | -1.0% | +0.1% | -0.8% |
| 30D | -1.2% | -1.8% | +0.6% | -1.1% |
| 3M | -2.3% | -0.7% | -1.6% | -2.4% |
| 6M | +4.5% | +47.9% | -43.4% | -0.6% |
| YTD | +10.1% | +56.9% | -46.8% | +3.7% |
| 1Y | +25.9% | +123.9% | -98.0% | +12.7% |
| 3Y | +24.4% | -1.3% | +25.7% | +20.8% |
| 5Y | +15.5% | +2.8% | +12.7% | +16.9% |
| All | +15.5% | +1.4% | +14.0% | +16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling