+367.0%
LRCX vs PLD
+24.9%
+342.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.9% | +5.5% |
| 7D | +1.9% | -2.4% | +4.3% | +3.1% |
| 30D | +0.1% | -2.4% | +2.5% | +1.3% |
| 3M | -8.5% | -3.8% | -4.7% | -7.6% |
| 6M | +38.1% | 0.0% | +38.0% | +36.6% |
| YTD | +80.1% | +9.2% | +70.8% | +69.5% |
| 1Y | +208.1% | +25.9% | +182.1% | +168.2% |
| All | +367.0% | +24.9% | +342.1% | +279.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling