+15.2%
PLD vs LMT
+69.3%
-54.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.5% |
| 7D | -2.4% | -6.3% | +3.9% | -1.3% |
| 30D | -2.4% | -8.5% | +6.1% | -1.0% |
| 3M | -3.8% | +1.8% | -5.6% | -4.5% |
| 6M | 0.0% | -19.9% | +20.0% | +3.9% |
| YTD | +9.2% | +10.6% | -1.3% | +5.7% |
| 1Y | +25.9% | +17.9% | +8.0% | +20.0% |
| 3Y | +21.3% | +27.0% | -5.7% | +11.8% |
| All | +15.2% | +69.3% | -54.0% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 LMT 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