+901.5%
LITE vs LMT
+69.3%
+832.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.4% | +5.4% | +3.9% |
| 7D | -1.5% | -6.3% | +4.7% | -1.7% |
| 30D | +6.7% | -8.5% | +15.2% | +6.4% |
| 3M | -6.8% | +1.8% | -8.6% | -6.5% |
| 6M | +29.4% | -19.9% | +49.4% | +30.5% |
| YTD | +139.1% | +10.6% | +128.5% | +139.3% |
| 1Y | +521.0% | +17.9% | +503.0% | +518.3% |
| 3Y | +1,535.3% | +27.0% | +1,508.3% | +1,492.5% |
| All | +901.5% | +69.3% | +832.3% | +772.0% |
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