+838.4%
LMT vs PODD
+767.5%
+70.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.6% | -1.2% |
| 7D | -6.3% | +1.6% | -7.9% | -6.4% |
| 30D | -8.5% | +10.7% | -19.2% | -9.6% |
| 3M | +1.8% | +0.7% | +1.1% | +1.3% |
| 6M | -19.9% | -39.3% | +19.3% | -16.0% |
| YTD | +10.6% | -48.1% | +58.7% | +17.9% |
| 1Y | +17.9% | -57.4% | +75.4% | +28.3% |
| 3Y | +27.0% | -23.3% | +50.2% | +26.3% |
| 5Y | +68.7% | -51.3% | +119.9% | +73.0% |
| 10Y | +181.1% | +242.0% | -60.9% | +114.4% |
| All | +838.4% | +767.5% | +70.8% | +425.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling