+1,227.8%
BE vs LMT
+71.0%
+1,156.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.2% | -0.7% | -2.4% |
| 7D | +23.9% | -1.3% | +25.3% | +24.3% |
| 30D | +27.8% | -12.5% | +40.4% | +31.1% |
| 3M | +3.7% | -0.5% | +4.2% | +2.9% |
| 6M | +78.0% | -20.0% | +98.0% | +88.7% |
| YTD | +209.9% | +10.4% | +199.5% | +194.5% |
| 1Y | +389.6% | +17.7% | +371.9% | +356.0% |
| 3Y | +1,730.6% | +34.3% | +1,696.3% | +1,486.1% |
| 5Y | +1,227.8% | +71.8% | +1,156.0% | +820.0% |
| All | +1,227.8% | +71.0% | +1,156.8% | +820.0% |
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