+1,668.3%
PLTR vs LMT
+80.0%
+1,588.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -2.0% |
| 7D | +4.7% | +5.1% | -0.4% | +4.4% |
| 30D | -16.4% | +14.1% | -30.5% | -17.1% |
| 3M | -6.2% | +0.3% | -6.4% | -6.1% |
| 6M | +29.2% | +16.1% | +13.1% | +28.0% |
| YTD | -5.5% | +25.5% | -31.0% | -6.2% |
| 1Y | -2.4% | +34.1% | -36.5% | -3.5% |
| 3Y | +752.3% | +45.1% | +707.2% | +737.9% |
| 5Y | +635.8% | +100.9% | +534.9% | +650.9% |
| All | +1,668.3% | +80.0% | +1,588.3% | +1,659.4% |
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