+14.2%
LHX vs PLTD
-76.7%
+90.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.1% | -0.7% |
| 7D | -4.8% | +9.9% | -14.7% | -4.2% |
| 30D | -12.7% | +3.8% | -16.6% | -12.5% |
| 3M | -17.6% | -32.3% | +14.7% | -19.2% |
| 6M | -30.7% | -25.9% | -4.9% | -31.5% |
| YTD | -14.3% | -16.4% | +2.1% | -14.8% |
| 1Y | -8.4% | -25.2% | +16.8% | -9.1% |
| All | +14.2% | -76.7% | +90.9% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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