+43.6%
EEM vs LMT
+73.4%
-29.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.2% | -2.2% |
| 7D | -0.7% | -0.5% | -0.2% | -0.7% |
| 30D | +2.4% | -10.8% | +13.2% | +2.5% |
| 3M | +4.2% | +1.6% | +2.6% | +4.1% |
| 6M | +14.8% | -17.6% | +32.3% | +15.5% |
| YTD | +23.1% | +11.6% | +11.5% | +22.6% |
| 1Y | +32.5% | +17.2% | +15.3% | +31.9% |
| 3Y | +85.9% | +35.7% | +50.2% | +83.6% |
| 5Y | +43.6% | +75.2% | -31.6% | +33.2% |
| All | +43.6% | +73.4% | -29.9% | +33.2% |
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