-16.6%
BX vs LMT
+19.5%
-36.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.8% |
| 7D | -4.4% | -6.3% | +1.9% | -3.0% |
| 30D | +0.1% | -8.5% | +8.6% | +1.9% |
| 3M | +16.0% | +1.8% | +14.2% | +15.3% |
| 6M | +21.6% | -19.9% | +41.6% | +24.2% |
| YTD | -8.9% | +10.6% | -19.5% | -15.0% |
| 1Y | -16.6% | +17.9% | -34.6% | -23.5% |
| All | -16.6% | +19.5% | -36.1% | -23.5% |
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