+243.9%
LRCX vs PLD
+36.4%
+207.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | +12.7% | +1.3% | +11.4% | +12.1% |
| 30D | -21.3% | -1.4% | -19.9% | -20.6% |
| 3M | -32.9% | -8.2% | -24.7% | -29.9% |
| 6M | -23.4% | -8.0% | -15.4% | -20.9% |
| YTD | +32.4% | +3.2% | +29.2% | +28.3% |
| 1Y | +48.0% | +7.0% | +41.0% | +40.6% |
| 3Y | +243.9% | +38.3% | +205.7% | +172.7% |
| All | +243.9% | +36.4% | +207.6% | +172.7% |
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