+11.9%
LMT vs PLTD
-76.7%
+88.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | +1.1% |
| 7D | -0.5% | +9.9% | -10.4% | -0.3% |
| 30D | -10.8% | +3.8% | -14.6% | -10.7% |
| 3M | +1.6% | -32.3% | +33.9% | +1.1% |
| 6M | -17.6% | -25.9% | +8.3% | -17.8% |
| YTD | +11.6% | -16.4% | +28.0% | +11.3% |
| 1Y | +17.2% | -25.2% | +42.4% | +16.9% |
| All | +11.9% | -76.7% | +88.6% | +10.9% |
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