+3,682.3%
CLS vs LMT
+71.0%
+3,611.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +0.9% |
| 7D | +20.1% | -1.3% | +21.4% | +19.9% |
| 30D | +6.0% | -12.5% | +18.6% | +4.6% |
| 3M | -10.3% | -0.5% | -9.8% | -10.1% |
| 6M | +24.5% | -20.0% | +44.5% | +23.0% |
| YTD | +12.9% | +10.4% | +2.5% | +13.7% |
| 1Y | +36.7% | +17.7% | +19.0% | +38.2% |
| 3Y | +1,328.1% | +34.3% | +1,293.8% | +1,314.6% |
| 5Y | +3,682.3% | +71.8% | +3,610.5% | +2,894.5% |
| All | +3,682.3% | +71.0% | +3,611.3% | +2,894.5% |
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 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