+360.5%
BE vs LMT
+19.5%
+341.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.4% | +8.8% | +7.3% |
| 7D | +20.0% | -6.3% | +26.2% | +19.5% |
| 30D | +7.9% | -8.5% | +16.4% | +7.4% |
| 3M | -13.2% | +1.8% | -15.0% | -13.7% |
| 6M | +53.5% | -19.9% | +73.4% | +70.9% |
| YTD | +191.0% | +10.6% | +180.5% | +145.7% |
| 1Y | +360.5% | +17.9% | +342.6% | +203.1% |
| All | +360.5% | +19.5% | +341.0% | +203.1% |
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 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