+19.3%
ARM vs LMT
+26.0%
-6.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.9% | +1.6% | -6.7% |
| 7D | -18.7% | -5.5% | -13.2% | -19.6% |
| 30D | -36.7% | +17.5% | -54.1% | -33.2% |
| 3M | -31.6% | +1.6% | -33.2% | -29.9% |
| 6M | -5.6% | +16.3% | -21.9% | 0.0% |
| YTD | +75.5% | +25.3% | +50.2% | +80.4% |
| 1Y | +19.3% | +25.9% | -6.5% | +22.8% |
| All | +19.3% | +26.0% | -6.7% | +22.8% |
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