+3,068.2%
LITE vs LMT
+277.3%
+2,790.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.6% | +7.2% | +6.0% |
| 7D | -35.9% | -11.0% | -25.0% | -34.3% |
| 30D | -51.5% | +13.6% | -65.1% | -52.8% |
| 3M | -35.7% | -2.1% | -33.6% | -35.5% |
| 6M | -43.0% | +11.7% | -54.6% | -44.8% |
| YTD | +46.1% | +19.4% | +26.8% | +37.8% |
| 1Y | +124.7% | +24.1% | +100.7% | +109.4% |
| 3Y | +1,172.1% | +36.2% | +1,135.9% | +1,018.9% |
| 5Y | +477.0% | +90.7% | +386.3% | +332.8% |
| 10Y | +1,465.7% | +212.5% | +1,253.2% | +895.4% |
| All | +3,068.2% | +277.3% | +2,790.8% | +1,919.7% |
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