+48.1%
HAL vs LMT
+104.5%
-56.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -1.0% |
| 7D | -6.5% | -5.6% | -0.9% | -4.5% |
| 30D | -2.1% | +18.4% | -20.5% | -8.5% |
| 3M | -4.9% | +0.6% | -5.5% | -5.5% |
| 6M | -19.3% | +20.6% | -39.9% | -25.8% |
| YTD | +14.3% | +27.0% | -12.7% | +0.6% |
| 1Y | +17.3% | +36.9% | -19.5% | -0.5% |
| 3Y | -10.9% | +46.9% | -57.8% | -31.4% |
| All | +48.1% | +104.5% | -56.4% | -21.4% |
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 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