-7.3%
F vs LMT
+35.9%
-43.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.8% |
| 7D | -3.9% | +4.8% | -8.7% | -4.0% |
| 30D | -0.5% | +19.9% | -20.3% | -1.3% |
| 3M | -12.9% | +0.2% | -13.1% | -13.1% |
| 6M | +1.5% | +17.4% | -15.9% | +0.4% |
| YTD | -5.0% | +27.2% | -32.2% | -11.1% |
| 1Y | -7.3% | +35.6% | -42.9% | -13.4% |
| All | -7.3% | +35.9% | -43.2% | -13.4% |
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