+272.2%
PLD vs CPB
-40.1%
+312.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.2% | +0.2% |
| 7D | -1.0% | -4.1% | +3.1% | 0.0% |
| 30D | -1.8% | +16.9% | -18.8% | -5.6% |
| 3M | -6.0% | -0.6% | -5.5% | -6.3% |
| 6M | -8.4% | +11.4% | -19.7% | -11.5% |
| YTD | +4.2% | -14.8% | +19.1% | +7.2% |
| 1Y | +6.2% | -24.8% | +31.0% | +12.7% |
| 3Y | +37.0% | -36.6% | +73.6% | +50.1% |
| 5Y | +1.2% | -33.3% | +34.5% | +8.1% |
| 10Y | +272.2% | -40.4% | +312.6% | +283.6% |
| All | +272.2% | -40.1% | +312.3% | +283.6% |
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