+246.2%
LRCX vs PLD
-0.1%
+246.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.2% | +9.5% | +8.9% |
| 7D | -16.2% | -0.8% | -15.4% | -15.7% |
| 30D | -39.2% | -0.3% | -38.9% | -39.1% |
| 3M | -34.4% | -8.0% | -26.3% | -31.1% |
| 6M | -32.4% | -9.8% | -22.6% | -29.1% |
| YTD | +17.4% | +1.8% | +15.7% | +14.4% |
| 1Y | +24.2% | +5.6% | +18.6% | +18.0% |
| 3Y | +221.6% | +33.3% | +188.3% | +153.9% |
| All | +246.2% | -0.1% | +246.3% | +214.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling