-13.1%
CRCL vs LMT
+19.5%
-32.6%
-66.6%
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% | -1.2% |
| 7D | +17.1% | -6.3% | +23.4% | +16.6% |
| 30D | +61.3% | -8.5% | +69.8% | +59.6% |
| 3M | +12.7% | +1.8% | +10.9% | +11.2% |
| 6M | -3.1% | -19.9% | +16.9% | -2.3% |
| YTD | +28.7% | +10.6% | +18.1% | +12.2% |
| 1Y | -13.1% | +17.9% | -31.1% | -22.4% |
| All | -13.1% | +19.5% | -32.6% | -22.4% |
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