+231.7%
PLD vs CPB
-38.3%
+270.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | 0.0% | -0.9% |
| 7D | -0.8% | +8.0% | -8.8% | -2.6% |
| 30D | -0.3% | +22.4% | -22.6% | -5.2% |
| 3M | -8.0% | +2.5% | -10.6% | -9.0% |
| 6M | -9.8% | +12.2% | -22.0% | -13.0% |
| YTD | +1.8% | -12.8% | +14.6% | +4.1% |
| 1Y | +5.6% | -19.2% | +24.8% | +10.1% |
| 3Y | +33.3% | -35.6% | +68.8% | +45.6% |
| 5Y | +0.3% | -31.4% | +31.7% | +6.4% |
| All | +231.7% | -38.3% | +270.0% | +237.3% |
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