+11.6%
PLTR vs LMT
+19.5%
-7.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.4% | -3.1% | -4.3% |
| 7D | -6.4% | -6.3% | -0.2% | -5.5% |
| 30D | +10.0% | -8.5% | +18.5% | +11.3% |
| 3M | +23.0% | +1.8% | +21.2% | +22.7% |
| 6M | +13.8% | -19.9% | +33.7% | +16.6% |
| YTD | -1.9% | +10.6% | -12.5% | +2.7% |
| 1Y | +11.6% | +17.9% | -6.3% | +28.3% |
| All | +11.6% | +19.5% | -7.8% | +28.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling