+13.0%
AAL vs LMT
+47.0%
-34.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.6% | -5.7% |
| 7D | +2.9% | +4.8% | -1.9% | +3.3% |
| 30D | +6.5% | +19.9% | -13.4% | +8.0% |
| 3M | -10.9% | +0.2% | -11.0% | -10.8% |
| 6M | +4.9% | +17.4% | -12.5% | +6.6% |
| YTD | -13.2% | +27.2% | -40.3% | -12.8% |
| 1Y | -1.1% | +35.6% | -36.7% | -0.8% |
| All | +13.0% | +47.0% | -34.1% | +12.9% |
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