+34.9%
PLD vs LBRT
-41.2%
+76.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -13.7% | +11.5% | -0.8% |
| 7D | +0.4% | -34.8% | +35.2% | +4.4% |
| 30D | -0.1% | -43.6% | +43.5% | +5.3% |
| 3M | -7.9% | -41.2% | +33.3% | -3.6% |
| 6M | -7.0% | -66.1% | +59.1% | +3.4% |
| YTD | +3.1% | -37.9% | +40.9% | +3.3% |
| 1Y | +7.1% | -33.9% | +41.0% | +6.0% |
| All | +34.9% | -41.2% | +76.1% | +30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling