+5,130.4%
LMT vs PLUG
-98.6%
+5,229.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.8% | -4.3% | -1.5% |
| 7D | -6.3% | -0.9% | -5.4% | -6.2% |
| 30D | -8.5% | +3.3% | -11.8% | -8.6% |
| 3M | +1.8% | -39.7% | +41.5% | +2.9% |
| 6M | -19.9% | -12.5% | -7.4% | -20.0% |
| YTD | +10.6% | +10.2% | +0.4% | +9.6% |
| 1Y | +17.9% | +50.7% | -32.7% | +15.5% |
| 3Y | +27.0% | -74.5% | +101.5% | +26.5% |
| 5Y | +68.7% | -91.8% | +160.4% | +70.7% |
| 10Y | +181.1% | +43.7% | +137.4% | +149.9% |
| All | +5,130.4% | -98.6% | +5,229.0% | +4,495.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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