+72.9%
BAC vs LMT
+74.9%
-2.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.5% | -0.8% |
| 7D | +1.2% | -1.5% | +2.7% | +1.4% |
| 30D | -0.7% | -8.2% | +7.5% | +0.5% |
| 3M | +16.9% | +3.7% | +13.2% | +16.2% |
| 6M | +29.6% | -19.2% | +48.8% | +33.5% |
| YTD | +15.3% | +12.9% | +2.4% | +12.1% |
| 1Y | +28.8% | +19.8% | +9.0% | +24.0% |
| 3Y | +136.4% | +37.3% | +99.1% | +117.6% |
| 5Y | +72.9% | +74.4% | -1.5% | +42.1% |
| All | +72.9% | +74.9% | -2.0% | +42.1% |
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