+10.7%
LMT vs PLTD
-77.2%
+87.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.2% |
| 7D | -1.3% | -0.9% | -0.4% | -1.3% |
| 30D | -12.5% | +1.3% | -13.8% | -12.4% |
| 3M | -0.5% | -32.9% | +32.4% | -1.0% |
| 6M | -20.0% | -24.9% | +4.9% | -20.3% |
| YTD | +10.4% | -18.2% | +28.6% | +10.1% |
| 1Y | +17.7% | -28.7% | +46.4% | +17.3% |
| All | +10.7% | -77.2% | +87.9% | +9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling