+231.7%
PLD vs CP
+253.8%
-22.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.3% |
| 7D | -0.8% | +2.8% | -3.6% | -2.2% |
| 30D | -0.3% | +10.2% | -10.5% | -5.4% |
| 3M | -8.0% | +2.4% | -10.4% | -9.4% |
| 6M | -9.8% | +7.7% | -17.5% | -13.7% |
| YTD | +1.8% | +26.0% | -24.2% | -10.9% |
| 1Y | +5.6% | +34.6% | -29.0% | -10.9% |
| 3Y | +33.3% | +26.7% | +6.6% | +14.9% |
| 5Y | +0.3% | +24.9% | -24.6% | -13.8% |
| All | +231.7% | +253.8% | -22.1% | +85.5% |
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