+1,312.5%
CLS vs LMT
+36.2%
+1,276.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.1% | +3.6% | +6.1% |
| 7D | +12.8% | -1.5% | +14.3% | +12.3% |
| 30D | +3.8% | -8.2% | +12.1% | +1.8% |
| 3M | -14.6% | +3.7% | -18.4% | -13.4% |
| 6M | +32.2% | -19.2% | +51.4% | +27.2% |
| YTD | +11.6% | +12.9% | -1.2% | +15.8% |
| 1Y | +35.1% | +19.8% | +15.3% | +42.1% |
| 3Y | +1,312.5% | +37.3% | +1,275.3% | +1,454.5% |
| All | +1,312.5% | +36.2% | +1,276.3% | +1,454.5% |
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 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