+172.2%
PLD vs LBRT
-14.8%
+187.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -11.2% | +13.0% | +2.7% |
| 7D | +4.9% | -25.3% | +30.2% | +7.4% |
| 30D | +2.6% | -32.9% | +35.4% | +5.9% |
| 3M | -4.8% | -33.3% | +28.5% | -1.8% |
| 6M | -3.9% | -61.0% | +57.1% | +3.5% |
| YTD | +5.3% | -28.0% | +33.3% | +6.2% |
| 1Y | +9.3% | -21.5% | +30.8% | +9.0% |
| 3Y | +35.8% | -31.5% | +67.3% | +33.7% |
| 5Y | +2.9% | +12.3% | -9.4% | -4.3% |
| All | +172.2% | -14.8% | +187.0% | +115.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling