+118.7%
LMT vs PDD
+213.3%
-94.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.6% |
| 7D | -11.0% | +5.6% | -16.6% | -11.0% |
| 30D | +13.6% | +5.8% | +7.8% | +13.6% |
| 3M | -2.1% | -8.6% | +6.5% | -2.1% |
| 6M | +11.7% | -18.8% | +30.5% | +11.8% |
| YTD | +19.4% | -26.8% | +46.1% | +19.5% |
| 1Y | +24.1% | -39.3% | +63.3% | +24.2% |
| 3Y | +36.2% | -22.5% | +58.7% | +36.0% |
| 5Y | +90.7% | -0.8% | +91.5% | +93.0% |
| All | +118.7% | +213.3% | -94.6% | +98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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