+111.9%
HAL vs LMT
+71.0%
+40.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.7% |
| 7D | -1.3% | -1.3% | 0.0% | -0.9% |
| 30D | +10.9% | -12.5% | +23.4% | +16.4% |
| 3M | -5.8% | -0.5% | -5.4% | -6.3% |
| 6M | +8.1% | -20.0% | +28.1% | +17.5% |
| YTD | +33.2% | +10.4% | +22.8% | +24.5% |
| 1Y | +74.2% | +17.7% | +56.5% | +57.2% |
| 3Y | -3.7% | +34.3% | -38.0% | -22.8% |
| 5Y | +111.9% | +71.8% | +40.1% | +38.0% |
| All | +111.9% | +71.0% | +40.8% | +38.0% |
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 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