+310.6%
BE vs LMT
+19.2%
+291.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.1% | -3.9% |
| 7D | +9.7% | -0.5% | +10.3% | +9.7% |
| 30D | +22.4% | -10.8% | +33.2% | +21.2% |
| 3M | +10.4% | +1.6% | +8.8% | +10.5% |
| 6M | +67.9% | -17.6% | +85.4% | +83.4% |
| YTD | +197.5% | +11.6% | +185.9% | +158.9% |
| 1Y | +310.6% | +17.2% | +293.3% | +246.7% |
| All | +310.6% | +19.2% | +291.4% | +246.7% |
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