+272.2%
PLD vs CP
+251.7%
+20.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | 0.0% |
| 7D | -1.0% | -0.7% | -0.3% | -0.6% |
| 30D | -1.8% | +9.6% | -11.5% | -6.6% |
| 3M | -6.0% | +2.2% | -8.3% | -7.4% |
| 6M | -8.4% | +11.1% | -19.5% | -13.8% |
| YTD | +4.2% | +28.2% | -23.9% | -9.6% |
| 1Y | +6.2% | +32.2% | -25.9% | -9.5% |
| 3Y | +37.0% | +35.5% | +1.5% | +14.0% |
| 5Y | +1.2% | +26.8% | -25.6% | -13.7% |
| 10Y | +272.2% | +256.9% | +15.3% | +104.1% |
| All | +272.2% | +251.7% | +20.5% | +104.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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