+46.8%
LRCX vs PLD
+6.7%
+40.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.1% | +6.1% |
| 7D | +6.5% | -1.0% | +7.5% | +7.0% |
| 30D | -23.8% | -1.8% | -22.0% | -23.1% |
| 3M | -24.2% | -6.0% | -18.1% | -22.4% |
| 6M | -20.2% | -8.4% | -11.8% | -17.7% |
| YTD | +38.2% | +4.2% | +34.0% | +30.0% |
| All | +46.8% | +6.7% | +40.1% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 1y: compounded portfolio wealth divided by compounded PLD 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…
1y analysis · Full analysis span regression · 6 months rolling