+1,025.6%
PLTR vs LMT
+36.2%
+989.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.6% |
| 7D | -5.3% | -1.5% | -3.8% | -5.1% |
| 30D | -1.0% | -8.2% | +7.3% | +0.1% |
| 3M | +24.8% | +3.7% | +21.1% | +24.1% |
| 6M | +8.4% | -19.2% | +27.5% | +11.2% |
| YTD | -4.2% | +12.9% | -17.0% | -5.1% |
| 1Y | +9.1% | +19.8% | -10.7% | +7.2% |
| 3Y | +1,025.6% | +37.3% | +988.3% | +937.0% |
| All | +1,025.6% | +36.2% | +989.4% | +937.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling