+1.9%
PLD vs CP
+27.1%
-25.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.0% | +0.8% | +1.7% |
| 7D | +0.7% | +2.8% | -2.1% | -0.9% |
| 30D | +0.8% | +11.3% | -10.5% | -5.3% |
| 3M | -6.1% | +2.9% | -9.0% | -7.9% |
| 6M | -8.0% | +9.8% | -17.8% | -13.3% |
| YTD | +4.7% | +28.5% | -23.9% | -10.6% |
| 1Y | +7.2% | +33.5% | -26.3% | -10.6% |
| 3Y | +39.2% | +31.9% | +7.3% | +14.5% |
| 5Y | +1.9% | +25.5% | -23.6% | -15.7% |
| All | +1.9% | +27.1% | -25.2% | -15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling