+1,803.2%
BE vs LMT
+47.0%
+1,756.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -3.6% |
| 7D | +20.5% | +4.8% | +15.7% | +20.3% |
| 30D | -23.4% | +19.9% | -43.2% | -23.2% |
| 3M | -14.9% | +0.2% | -15.0% | -13.9% |
| 6M | -28.1% | +17.4% | -45.5% | -28.4% |
| YTD | +132.4% | +27.2% | +105.2% | +123.8% |
| 1Y | +59.4% | +35.6% | +23.8% | +51.5% |
| All | +1,803.2% | +47.0% | +1,756.2% | +1,691.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling