+257.2%
PLD vs CPB
-38.9%
+296.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.1% | -0.6% |
| 7D | +1.3% | -1.6% | +2.9% | +1.7% |
| 30D | -1.4% | +19.2% | -20.6% | -5.6% |
| 3M | -8.2% | -1.0% | -7.2% | -8.3% |
| 6M | -8.0% | +15.2% | -23.2% | -11.8% |
| YTD | +3.2% | -13.1% | +16.2% | +5.6% |
| 1Y | +7.0% | -22.4% | +29.5% | +12.7% |
| 3Y | +38.3% | -35.3% | +73.6% | +50.8% |
| 5Y | +0.2% | -33.0% | +33.2% | +6.9% |
| All | +257.2% | -38.9% | +296.1% | +272.2% |
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