+234.3%
PLD vs CPB
-47.3%
+281.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | +0.1% |
| 7D | -2.4% | -8.6% | +6.2% | -0.3% |
| 30D | -2.4% | -7.2% | +4.8% | -0.8% |
| 3M | -3.8% | +0.9% | -4.7% | -4.5% |
| 6M | 0.0% | -11.8% | +11.8% | +2.5% |
| YTD | +9.2% | -19.4% | +28.6% | +14.3% |
| 1Y | +25.9% | -30.4% | +56.3% | +36.7% |
| 3Y | +21.3% | -40.2% | +61.5% | +35.4% |
| 5Y | +14.1% | -39.5% | +53.6% | +25.5% |
| All | +234.3% | -47.3% | +281.6% | +276.5% |
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