+7.7%
AAL vs LMT
+26.0%
-18.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -6.9% | +13.2% | +4.7% |
| 7D | +8.3% | -5.5% | +13.9% | +7.0% |
| 30D | +6.2% | +17.5% | -11.2% | +10.3% |
| 3M | -17.7% | +1.6% | -19.3% | -17.2% |
| 6M | +15.4% | +16.3% | -0.9% | +21.2% |
| YTD | -11.1% | +25.3% | -36.3% | -5.0% |
| 1Y | +7.7% | +25.9% | -18.1% | +14.4% |
| All | +7.7% | +26.0% | -18.3% | +14.4% |
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 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