+13.2%
LMT vs PLTD
-77.3%
+90.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.2% | +2.1% |
| 7D | -1.5% | +4.5% | -6.1% | -1.4% |
| 30D | -8.2% | -0.7% | -7.5% | -8.2% |
| 3M | +3.7% | -31.0% | +34.8% | +3.2% |
| 6M | -19.2% | -24.8% | +5.7% | -19.4% |
| YTD | +12.9% | -18.6% | +31.4% | +12.5% |
| 1Y | +19.8% | -31.8% | +51.6% | +19.3% |
| All | +13.2% | -77.3% | +90.5% | +12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling