+1,621.7%
PLD vs LMT
+2,425.4%
-803.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.3% | -0.7% |
| 7D | -0.8% | -11.0% | +10.2% | +3.4% |
| 30D | -0.3% | +13.6% | -13.9% | -5.5% |
| 3M | -8.0% | -2.1% | -5.9% | -8.0% |
| 6M | -9.8% | +11.7% | -21.5% | -14.7% |
| YTD | +1.8% | +19.4% | -17.6% | -7.0% |
| 1Y | +5.6% | +24.1% | -18.5% | -5.1% |
| 3Y | +33.3% | +36.2% | -2.9% | +13.1% |
| 5Y | +0.3% | +90.7% | -90.4% | -26.9% |
| 10Y | +241.6% | +212.5% | +29.1% | +100.5% |
| All | +1,621.7% | +2,425.4% | -803.7% | +509.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling