+11,530.6%
LIN vs LMT
+10,550.0%
+980.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.3% | -0.5% |
| 7D | +2.0% | -5.6% | +7.6% | +3.6% |
| 30D | +7.9% | +18.4% | -10.5% | +1.9% |
| 3M | +6.3% | +0.6% | +5.7% | +5.5% |
| 6M | +6.5% | +20.6% | -14.1% | -0.6% |
| YTD | +23.6% | +27.0% | -3.4% | +12.7% |
| 1Y | +25.7% | +36.9% | -11.1% | +11.8% |
| 3Y | +35.6% | +46.9% | -11.3% | +16.2% |
| 5Y | +65.9% | +104.2% | -38.3% | +25.3% |
| 10Y | +412.1% | +205.2% | +206.8% | +234.9% |
| All | +11,530.6% | +10,550.0% | +980.6% | +2,990.8% |
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 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