-34.4%
AAL vs LMT
+105.8%
-140.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.6% | -5.6% |
| 7D | +2.9% | +4.8% | -1.9% | +3.1% |
| 30D | +6.5% | +19.9% | -13.4% | +7.2% |
| 3M | -10.9% | +0.2% | -11.0% | -10.8% |
| 6M | +4.9% | +17.4% | -12.5% | +5.7% |
| YTD | -13.2% | +27.2% | -40.3% | -13.3% |
| 1Y | -1.1% | +35.6% | -36.7% | -1.4% |
| 3Y | +12.8% | +47.1% | -34.3% | +11.6% |
| 5Y | -34.4% | +103.7% | -138.1% | -50.3% |
| All | -34.4% | +105.8% | -140.2% | -50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling