+798.5%
PLD vs CVE
+67.4%
+731.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -7.6% | +9.4% | +3.1% |
| 7D | +4.9% | -12.1% | +17.0% | +7.2% |
| 30D | +2.6% | -9.8% | +12.3% | +4.2% |
| 3M | -4.8% | -0.7% | -4.1% | -5.1% |
| 6M | -3.9% | -4.3% | +0.4% | -3.9% |
| YTD | +5.3% | +70.6% | -65.3% | -6.0% |
| 1Y | +9.3% | +73.2% | -63.9% | -2.9% |
| 3Y | +35.8% | +60.3% | -24.5% | +20.2% |
| 5Y | +2.9% | +159.3% | -156.4% | -19.3% |
| 10Y | +253.4% | +147.4% | +106.0% | +142.2% |
| All | +798.5% | +67.4% | +731.1% | +560.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 all: compounded portfolio wealth divided by compounded CVE 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…
all analysis · Full analysis span regression · 6 months rolling