+240.1%
PLD vs CPAY
+155.3%
+84.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.1% |
| 7D | -2.8% | -2.7% | -0.2% | -1.9% |
| 30D | -3.6% | +0.6% | -4.2% | -4.0% |
| 3M | -7.1% | +17.0% | -24.2% | -12.6% |
| 6M | +0.2% | +24.1% | -23.9% | -8.4% |
| YTD | +6.9% | +35.7% | -28.8% | -6.4% |
| 1Y | +25.0% | +34.0% | -9.0% | +9.4% |
| 3Y | +20.8% | +50.3% | -29.5% | -0.7% |
| 5Y | +16.2% | +56.7% | -40.5% | -8.2% |
| All | +240.1% | +155.3% | +84.8% | +125.8% |
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