+185.8%
LMT vs PNC
+279.5%
-93.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.3% |
| 7D | -0.2% | -0.6% | +0.3% | -0.1% |
| 30D | -13.1% | -4.4% | -8.7% | -12.0% |
| 3M | -3.9% | +5.2% | -9.1% | -5.3% |
| 6M | -18.3% | +20.6% | -38.9% | -22.4% |
| YTD | +10.3% | +19.8% | -9.4% | +4.6% |
| 1Y | +14.2% | +24.4% | -10.2% | +7.0% |
| 3Y | +35.0% | +131.2% | -96.3% | +3.1% |
| 5Y | +73.2% | +53.1% | +20.1% | +46.3% |
| All | +185.8% | +279.5% | -93.7% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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