+102.6%
LMT vs PDD
+210.2%
-107.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.4% |
| 7D | -6.3% | -4.1% | -2.2% | -6.3% |
| 30D | -8.5% | -9.6% | +1.1% | -8.5% |
| 3M | +1.8% | -4.3% | +6.1% | +1.8% |
| 6M | -19.9% | -18.8% | -1.2% | -19.9% |
| YTD | +10.6% | -27.5% | +38.1% | +10.7% |
| 1Y | +17.9% | -33.6% | +51.6% | +18.1% |
| 3Y | +27.0% | -20.4% | +47.4% | +26.7% |
| 5Y | +68.7% | -19.6% | +88.3% | +71.8% |
| All | +102.6% | +210.2% | -107.6% | +83.5% |
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