+16.9%
HON vs LMT
+36.0%
-19.1%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.7% |
| 7D | -2.6% | -0.5% | -2.1% | -2.5% |
| 30D | -11.9% | -10.8% | -1.1% | -8.8% |
| 3M | -6.1% | +1.6% | -7.7% | -6.6% |
| 6M | -19.2% | -17.6% | -1.6% | -15.2% |
| YTD | +0.2% | +11.6% | -11.4% | -3.1% |
| 1Y | -1.5% | +17.2% | -18.7% | -5.9% |
| All | +16.9% | +36.0% | -19.1% | +5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling