+267.4%
PLD vs CPB
-40.9%
+308.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.8% | -0.1% |
| 7D | +0.8% | +2.9% | -2.1% | +0.1% |
| 30D | +0.5% | +17.6% | -17.1% | -3.5% |
| 3M | -5.5% | +2.0% | -7.5% | -6.4% |
| 6M | -8.3% | +11.6% | -20.0% | -11.5% |
| YTD | +4.3% | -13.8% | +18.1% | +7.0% |
| 1Y | +7.4% | -21.6% | +29.0% | +12.8% |
| 3Y | +37.1% | -35.8% | +72.9% | +49.8% |
| 5Y | +1.3% | -33.3% | +34.6% | +8.3% |
| 10Y | +267.4% | -39.4% | +306.8% | +275.9% |
| All | +267.4% | -40.9% | +308.3% | +275.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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