+20.0%
GE vs LMT
+19.5%
+0.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.5% |
| 7D | -1.6% | -6.3% | +4.7% | +0.3% |
| 30D | -11.6% | -8.5% | -3.1% | -9.2% |
| 3M | +3.0% | +1.8% | +1.2% | +2.6% |
| 6M | -0.5% | -19.9% | +19.4% | +5.6% |
| YTD | +9.7% | +10.6% | -0.8% | +7.8% |
| 1Y | +20.0% | +17.9% | +2.1% | +12.5% |
| All | +20.0% | +19.5% | +0.5% | +12.5% |
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 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