+16.3%
PLD vs CPAY
+54.3%
-38.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.9% |
| 7D | -0.7% | -2.5% | +1.8% | +0.2% |
| 30D | -2.2% | +1.3% | -3.5% | -2.8% |
| 3M | -7.4% | +13.5% | -20.9% | -12.1% |
| 6M | +1.9% | +24.7% | -22.8% | -7.4% |
| YTD | +7.9% | +34.9% | -27.0% | -6.2% |
| 1Y | +25.1% | +29.7% | -4.6% | +10.1% |
| 3Y | +21.9% | +49.4% | -27.5% | -2.3% |
| 5Y | +16.3% | +53.5% | -37.2% | -14.3% |
| All | +16.3% | +54.3% | -38.0% | -14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling