-0.7%
PLD vs CPB
-31.3%
+30.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | 0.0% | -1.0% |
| 7D | -0.8% | +8.0% | -8.8% | -2.3% |
| 30D | -0.3% | +22.4% | -22.6% | -4.4% |
| 3M | -8.0% | +2.5% | -10.6% | -8.8% |
| 6M | -9.8% | +12.2% | -22.0% | -12.5% |
| YTD | +1.8% | -12.8% | +14.6% | +4.1% |
| 1Y | +5.6% | -19.2% | +24.8% | +9.9% |
| 3Y | +33.3% | -35.6% | +68.8% | +44.7% |
| All | -0.7% | -31.3% | +30.7% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling