+236.9%
PLD vs CRL
+247.0%
-10.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +0.9% | -0.2% |
| 7D | -2.4% | -1.0% | -1.4% | -2.1% |
| 30D | -2.4% | +10.7% | -13.1% | -5.5% |
| 3M | -3.8% | +55.3% | -59.1% | -16.8% |
| 6M | 0.0% | +60.7% | -60.6% | -15.6% |
| YTD | +9.2% | +44.6% | -35.4% | -5.4% |
| 1Y | +25.9% | +77.7% | -51.8% | +1.0% |
| 3Y | +21.3% | +37.6% | -16.3% | +0.2% |
| 5Y | +14.1% | -35.8% | +50.0% | +21.5% |
| All | +236.9% | +247.0% | -10.1% | +94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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