+1,389.5%
PLD vs CNQ
+5,523.4%
-4,133.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.3% |
| 7D | -0.7% | -0.9% | +0.2% | -0.4% |
| 30D | -2.2% | +8.7% | -10.9% | -4.9% |
| 3M | -7.4% | +15.8% | -23.2% | -12.1% |
| 6M | +1.9% | +13.3% | -11.3% | -3.5% |
| YTD | +7.9% | +54.7% | -46.8% | -8.0% |
| 1Y | +25.1% | +69.5% | -44.5% | +3.1% |
| 3Y | +21.9% | +77.3% | -55.4% | -3.2% |
| 5Y | +16.3% | +290.3% | -274.0% | -31.7% |
| 10Y | +249.9% | +429.3% | -179.4% | +53.1% |
| All | +1,389.5% | +5,523.4% | -4,133.9% | +337.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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