-56.6%
FIG vs LMT
+19.2%
-75.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.6% |
| 7D | -12.2% | -0.5% | -11.7% | -12.2% |
| 30D | -11.0% | -10.8% | -0.2% | -11.6% |
| 3M | +11.9% | +1.6% | +10.3% | +12.4% |
| 6M | -21.9% | -17.6% | -4.3% | -22.6% |
| YTD | -40.8% | +11.6% | -52.3% | -44.2% |
| 1Y | -56.6% | +17.2% | -73.9% | -61.0% |
| All | -56.6% | +19.2% | -75.8% | -61.0% |
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