+1,123.0%
PLD vs CNC
+5,802.5%
-4,679.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.8% | -0.9% |
| 7D | +0.8% | +4.0% | -3.2% | -0.4% |
| 30D | +0.5% | +7.4% | -6.9% | -1.5% |
| 3M | -5.5% | +5.4% | -10.9% | -7.2% |
| 6M | -8.3% | +25.4% | -33.8% | -14.1% |
| YTD | +4.3% | +70.6% | -66.3% | -10.8% |
| 1Y | +7.4% | +104.9% | -97.5% | -12.3% |
| 3Y | +37.1% | -2.3% | +39.4% | +26.1% |
| 5Y | +1.3% | -6.5% | +7.8% | -7.0% |
| 10Y | +267.4% | +153.3% | +114.2% | +143.5% |
| All | +1,123.0% | +5,802.5% | -4,679.5% | +321.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling