+129.2%
HPE vs LMT
+19.5%
+109.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.4% | -3.0% | -4.5% |
| 7D | -0.6% | -6.3% | +5.7% | -0.9% |
| 30D | -2.3% | -8.5% | +6.2% | -2.5% |
| 3M | -2.9% | +1.8% | -4.7% | -1.8% |
| 6M | +143.6% | -19.9% | +163.5% | +154.1% |
| YTD | +118.5% | +10.6% | +107.9% | +117.7% |
| 1Y | +129.2% | +17.9% | +111.3% | +124.2% |
| All | +129.2% | +19.5% | +109.7% | +124.2% |
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