+1,747.8%
PLD vs LMT
+2,239.3%
-491.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.2% |
| 7D | -2.4% | -6.3% | +3.9% | 0.0% |
| 30D | -2.4% | -8.5% | +6.1% | +0.7% |
| 3M | -3.8% | +1.8% | -5.6% | -5.2% |
| 6M | 0.0% | -19.9% | +20.0% | +7.7% |
| YTD | +9.2% | +10.6% | -1.3% | +3.3% |
| 1Y | +25.9% | +17.9% | +8.0% | +15.9% |
| 3Y | +21.3% | +27.0% | -5.7% | +6.1% |
| 5Y | +14.1% | +68.7% | -54.5% | -12.7% |
| 10Y | +237.9% | +181.1% | +56.8% | +107.5% |
| All | +1,747.8% | +2,239.3% | -491.4% | +577.4% |
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