+71.8%
LMT vs PODD
-54.3%
+126.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +0.9% | -2.1% |
| 7D | -1.3% | -6.9% | +5.6% | -1.1% |
| 30D | -12.5% | -3.5% | -9.1% | -12.4% |
| 3M | -0.5% | -13.6% | +13.1% | 0.0% |
| 6M | -20.0% | -42.6% | +22.6% | -18.9% |
| YTD | +10.4% | -51.5% | +61.9% | +12.4% |
| 1Y | +17.7% | -60.9% | +78.6% | +20.6% |
| 3Y | +34.3% | -19.8% | +54.1% | +33.1% |
| 5Y | +71.8% | -54.4% | +126.2% | +70.8% |
| All | +71.8% | -54.3% | +126.1% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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