+35.4%
LMT vs PTC
+10.9%
+24.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.5% |
| 7D | -5.6% | +1.3% | -6.9% | -5.6% |
| 30D | +18.4% | +1.1% | +17.3% | +18.4% |
| 3M | +0.6% | +30.1% | -29.5% | +0.6% |
| 6M | +20.6% | +34.0% | -13.4% | +19.8% |
| YTD | +27.0% | +12.8% | +14.1% | +26.5% |
| All | +35.4% | +10.9% | +24.5% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling