-8.2%
AAL vs LMT
+34.6%
-42.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | 0.0% |
| 7D | -1.3% | -1.3% | 0.0% | -1.4% |
| 30D | -13.7% | -12.5% | -1.2% | -14.8% |
| 3M | -8.2% | -0.5% | -7.7% | -7.8% |
| 6M | +13.1% | -20.0% | +33.1% | +11.7% |
| YTD | -15.6% | +10.4% | -26.0% | -15.6% |
| 1Y | +1.4% | +17.7% | -16.3% | +1.6% |
| All | -8.2% | +34.6% | -42.7% | -2.4% |
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 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