+911.5%
BE vs LMT
+102.6%
+808.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.4% | +8.8% | +7.8% |
| 7D | +20.0% | -6.3% | +26.2% | +22.5% |
| 30D | +7.9% | -8.5% | +16.4% | +10.8% |
| 3M | -13.2% | +1.8% | -15.0% | -15.2% |
| 6M | +53.5% | -19.9% | +73.4% | +64.2% |
| YTD | +191.0% | +10.6% | +180.5% | +172.2% |
| 1Y | +360.5% | +17.9% | +342.6% | +319.3% |
| 3Y | +1,568.0% | +27.0% | +1,541.1% | +1,328.1% |
| 5Y | +1,055.2% | +68.7% | +986.5% | +748.3% |
| All | +911.5% | +102.6% | +808.9% | +518.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling