+34.0%
CDE vs LMT
+15.9%
+18.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.4% |
| 7D | -3.1% | -0.2% | -2.9% | -3.1% |
| 30D | +9.5% | -13.1% | +22.5% | +12.2% |
| 3M | +25.5% | -3.9% | +29.4% | +25.4% |
| 6M | -7.9% | -18.3% | +10.4% | -1.6% |
| YTD | +15.6% | +10.3% | +5.2% | +2.9% |
| 1Y | +34.0% | +14.2% | +19.8% | +25.0% |
| All | +34.0% | +15.9% | +18.1% | +25.0% |
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 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