+42.2%
LLY vs LMT
+33.5%
+8.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.4% |
| 7D | +6.7% | +5.1% | +1.6% | +6.2% |
| 30D | +19.6% | +14.1% | +5.4% | +18.2% |
| 3M | +19.7% | +0.3% | +19.4% | +19.1% |
| 6M | +42.7% | +16.1% | +26.6% | +40.9% |
| YTD | +35.1% | +25.5% | +9.7% | +39.9% |
| 1Y | +42.2% | +34.1% | +8.1% | +48.1% |
| All | +42.2% | +33.5% | +8.7% | +48.1% |
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