+11,385.0%
LIN vs LMT
+9,913.6%
+1,471.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.4% | -0.7% |
| 7D | +0.2% | -11.0% | +11.2% | +3.7% |
| 30D | +6.5% | +13.6% | -7.1% | +1.9% |
| 3M | +5.5% | -2.1% | +7.6% | +5.5% |
| 6M | +3.3% | +11.7% | -8.3% | -1.2% |
| YTD | +22.0% | +19.4% | +2.7% | +13.4% |
| 1Y | +25.7% | +24.1% | +1.7% | +15.3% |
| 3Y | +36.2% | +36.2% | +0.1% | +19.5% |
| 5Y | +66.1% | +90.7% | -24.7% | +28.2% |
| 10Y | +431.0% | +212.5% | +218.5% | +244.6% |
| All | +11,385.0% | +9,913.6% | +1,471.4% | +3,011.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling