+17.9%
LMT vs PLTD
-33.9%
+51.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.6% | -6.1% | -1.3% |
| 7D | -6.3% | +5.9% | -12.2% | -6.1% |
| 30D | -8.5% | -11.6% | +3.1% | -8.8% |
| 3M | +1.8% | -29.9% | +31.8% | +1.1% |
| 6M | -19.9% | -28.5% | +8.6% | -20.3% |
| YTD | +10.6% | -20.4% | +31.0% | +9.6% |
| 1Y | +17.9% | -33.3% | +51.2% | +19.3% |
| All | +17.9% | -33.9% | +51.9% | +19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling