+12,982.6%
LMT vs PTC
+8,871.4%
+4,111.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.0% | -1.0% |
| 7D | +4.8% | +0.8% | +4.0% | +4.8% |
| 30D | +19.9% | +1.2% | +18.7% | +19.7% |
| 3M | +0.2% | +32.6% | -32.4% | -2.5% |
| 6M | +17.4% | +36.1% | -18.6% | +13.7% |
| YTD | +27.2% | +12.7% | +14.5% | +24.9% |
| 1Y | +35.6% | +10.2% | +25.4% | +33.4% |
| 3Y | +47.1% | +29.4% | +17.6% | +41.9% |
| 5Y | +103.7% | +61.1% | +42.6% | +91.4% |
| 10Y | +203.5% | +317.1% | -113.6% | +160.3% |
| All | +12,982.6% | +8,871.4% | +4,111.1% | +7,083.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling