+1.3%
PLD vs CNC
-6.2%
+7.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.8% | -0.6% |
| 7D | +0.8% | +4.0% | -3.2% | +0.3% |
| 30D | +0.5% | +7.4% | -6.9% | -0.4% |
| 3M | -5.5% | +5.4% | -10.9% | -6.2% |
| 6M | -8.3% | +25.4% | -33.8% | -10.9% |
| YTD | +4.3% | +70.6% | -66.3% | -2.8% |
| 1Y | +7.4% | +104.9% | -97.5% | -2.3% |
| 3Y | +37.1% | -2.3% | +39.4% | +35.8% |
| 5Y | +1.3% | -6.5% | +7.8% | +2.3% |
| All | +1.3% | -6.2% | +7.5% | +2.3% |
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