+163.1%
PLD vs LBRT
-22.5%
+185.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.4% | -6.6% | -1.7% |
| 7D | -0.8% | -29.1% | +28.3% | +2.0% |
| 30D | -0.3% | -38.4% | +38.1% | +3.7% |
| 3M | -8.0% | -40.1% | +32.0% | -4.3% |
| 6M | -9.8% | -62.9% | +53.1% | -2.6% |
| YTD | +1.8% | -34.5% | +36.3% | +3.4% |
| 1Y | +5.6% | -30.2% | +35.8% | +6.4% |
| 3Y | +33.3% | -37.5% | +70.7% | +32.2% |
| 5Y | +0.3% | +7.6% | -7.3% | -6.4% |
| All | +163.1% | -22.5% | +185.6% | +110.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 10y: compounded portfolio wealth divided by compounded LBRT 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…
10y analysis · Full analysis span regression · 6 months rolling