+1,621.7%
PLD vs JCI
+593.3%
+1,028.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -4.0% | -2.0% |
| 7D | -0.8% | -9.4% | +8.6% | +1.9% |
| 30D | -0.3% | -13.4% | +13.1% | +3.5% |
| 3M | -8.0% | -12.4% | +4.4% | -5.1% |
| 6M | -9.8% | -5.1% | -4.7% | -9.5% |
| YTD | +1.8% | +13.7% | -12.0% | -3.4% |
| 1Y | +5.6% | +11.4% | -5.8% | +0.7% |
| 3Y | +33.3% | +175.9% | -142.6% | -3.8% |
| 5Y | +0.3% | +98.4% | -98.1% | -20.9% |
| 10Y | +241.6% | +311.2% | -69.6% | +114.8% |
| All | +1,621.7% | +593.3% | +1,028.5% | +624.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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