+261.0%
PLD vs CPAY
+219.7%
+41.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | -1.0% | +10.4% | -11.4% | -4.6% |
| 30D | -1.8% | +16.2% | -18.0% | -7.2% |
| 3M | -6.0% | +13.7% | -19.8% | -10.6% |
| 6M | -8.4% | +35.2% | -43.6% | -18.5% |
| YTD | +4.2% | +53.5% | -49.3% | -13.0% |
| 1Y | +6.2% | +58.9% | -52.7% | -12.7% |
| 3Y | +37.0% | +99.8% | -62.8% | +0.9% |
| 5Y | +1.2% | +93.3% | -92.1% | -25.9% |
| All | +261.0% | +219.7% | +41.3% | +132.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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